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Dale E. Fox III

Primerica
Financial Coach

Contact Information:

Weymouth, MA 02190
United States
T: (339) 235-5280
www.primerica.com/daleefox

Years in Business:

 

3

Clients I'm Seeking:

 

Families where one or both parents are working. Hard working Middle Class families (ages 22-55) with one or more child, wants to own a home or are homeowners, where money is tight in the family budget and they are looking for help to relieve the burden and don't know where to start looking for solutions.

About My Business:

 

It is my mission to help Main Street American families get back on the road to financial independence. I accomplish this mission through financial education, a complete review of current household expenditures (life, health, home, and auto insurance, current living expenses, legal services), current debt situation (auto, personal, and boat loans, credit cards, home equity lines of credit, and personal secured loans), and thier current retirement savings (401(k), 403(b), 457, IRA's, Bonds, Stocks, Mutual Funds, CD's, Money Market Accounts, Child's college education fund, Annutities, Pensions, etc...) and we develop a Financial Needs Analysis (FNA) which gives our client a financial road map to achieve their goals, ensure they are properly protected, and have their debt eliminated as quickly as possible.

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