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Ecce Iei Mendoza

EXMAN Financial Services
Financial Planning

Contact Information:

Denver, CO 80202
United States

Years in Business:

 

7

Clients I'm Seeking:

 

Our ideal clients are looking to protect themselves, their families and their assets against some of life's major challenges. Chronic and Critial illness and eventually Terminal illness can devastate families without proper pre-planning and protection. We provide a hedge against the consequennces of those types of realities in life and our clients are fully vested in the plans that we construct and are motivated to bring them to fruition.

About My Business:

 

EXMAN Financial Services meets with clients free of any consultation fees. Our product providers pay our fees. We meet with clients on a quarterly, semi-annual or annual basis, as the client prefers. We make recommendations based on the client's goals, financial resources and current financial picture. REWARDS: Life insurance and financial planning is a highly regulated industry. As such, it is illegal for me to offer rewards for referrals. HOWEVER, this business model does allow me to give gifts (with certain limitations), to friends and business partners as long as its not a quid pro quo arrangement. I will make those types of investements in my business on a monthly or quarterly basis - as results from this sytem dictate. Thanks in advance for your referrals.

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