Jeff Knox - The Financial Strategist

Helping Families Conqure Their Fears Of Financial Planning at The Financial Strategist CA
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English -

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Chuck Fannon

Jeff Knox is the hardest working financial advisor I know. He honestly cares about helping his clients get the best value for their dollars, especially in insurance and investments. With so many choices, most of us have no idea what difference any decision makes, so we pick the first thing available, or worse yet we don't choose anything at all. I always look forward to learning more meeting with Jeff and his team. I highly recommend that experience to all my friends and family.

Jeremy Lewis

A family man who understands family needs.

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Credentials

  • Accident and Sickness
    Alberta Insurance Council
    Jan, 2018
    - Sep, 2024
  • Life License
    Alberta Insurance Council
    Jan, 2018
    - Sep, 2024

Experience

  • The Financial Strategist CA
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Helping Families Conqure Their Fears Of Financial Planning
      • Apr 2017 - Present

      Life events like graduating from college, getting married and buying property, are all great times to start thinking about your financial future, but there is no wrong time.➡️ My mantra is that it’s never too early to find the services you need and to take advantage of that knowledge ⬅️And no matter what your past financial life looks like, recovery IS possible.A good way to start is to stop beating yourself up over your past money mistakes.When it comes to managing money, feeling a sense of power or control over your situation is crucial.Bad debt, impulsive spending, too many parking tickets — whatever it is, learn a lesson from it, but then let it go.While the average person can probably pay down credit cards, set up an RRSP and do some basic investing online, professionals can help streamline the nuances of financial planning.I am able to offer families with products that address real-life financial challenges, so you can have the financial flexibility and stability you need.⭐️ ⭐️ DID YOU KNOW? ⭐️ ⭐️ ➡️ 3 in 10 – The number of middle-class Canadians who say they are living paycheck-to-paycheck➡️ 30% of Canadian households that lack life insurance; 20% of households with children under 18 are uninsured➡️ 28% Less than 33 percent of Canadians have insurance coverage for serious life events➡️ 41% over a quarter of Canadian Gen-Xers haven’t saved anything for retirement ⭐️ TALK TO ME ABOUT ⭐️ * FREE CONSULTATIONS * WEALTH PLANNING * INSURANCE PROTECTION * RETIREMENT STRATEGIES * BUSINESS SOLUTIONS * LEGACY STRATEGIES * LONG-TERM CARE INSURANCE ☎️ PHONE: (780( 777-3523📩 EMAIL: pbextreme2011@gmail.com

  • Reach Me At (780) 777-3523
    • TRUSTED FINANCIAL ADVISOR
      • Jan 2017 - Jan 2018

      A good financial advisor will help you set a plan for getting and keeping your finances in shape.Because finances are attached to fallible humans and, to an extent, volatile markets, plans often grow and change over time.That means adhering to the three R’s: revisit the plan, recalibrate and reroute as necessary.Financial health — just like the physical or mental kind — takes time and effort.➡️ This is where I can help ➡️It doesn’t happen overnight. You don’t have to understand everything about personal finance at once.⭐️ ⭐️ TALK TO ME ABOUT ⭐️ ⭐️ * FREE CONSULTATIONS * WEALTH PLANNING * INSURANCE PROTECTION * RETIREMENT STRATEGIES * BUSINESS SOLUTIONS * LEGACY STRATEGIES * LONG-TERM CARE INSURANCE☎️ PHONE: (780) 777-3523📩 EMAIL: pbextreme2011@gmail.comWEBSITE: howmoneyworks.com/jeffknox

  • Email Me At: pbextreme2011@gmail.com
    • HOW A FINANCIAL PLANNER CAN HELP YOU
      • 2017 - 2017

      Like most people, you have hopes and dreams and life goals for yourself and your family. These might include buying a home or business ...saving for college education for your children ...taking a dream vacation ...reducing taxes ...retiring comfortably.Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.Managing your personal finances is ultimately your responsibility. However, you don’t have to do it alone. ⭐️ A qualified financial planner can help you make decisions that make the most of your financial resources ⭐️Financial Planning Can Help➡️ Set realistic financial and personal goals➡️ Assess your current financial health by examining your assets, liabilities,income, insurance, taxes, investments and estate plan➡️ Develop a realistic, comprehensive plan to meet your financial goals byaddressing financial weaknesses and building on financial strengths➡️ Put your plan into action and monitor its progress➡️ Stay on track to meet changing goals ...changing personal circumstances...changing stages of your life ...changing products ...markets and tax laws✅ TALK TO ME ABOUT * FREE CONSULTATIONS * WEALTH PLANNING * INSURANCE PROTECTION * RETIREMENT STRATEGIES * BUSINESS SOLUTIONS * LEGACY STRATEGIES * LONG-TERM CARE INSURANCE ☎️ PHONE: (780) 777-3523📩 EMAIL: pbextreme2011@gmail.comWEBSITE: howmoneyworks.com/jeffknox

Education

  • REAL WORLD SOLUTIONS FOR REAL WORLD SITUATIONS
    Reach Me At (780) 777-3523
    -

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