Working Together to Solve Your Financial Goals
Having held positions in many aspects of the sales industry, TJ has always gravitated towards the business of connecting with and helping people.
Initially licensed in the insurance industry in the year 2000, TJ immediately fell in love with the business of helping people protect what matters most - their lives, health, and livelihoods. In the Fall of 2017, TJ and his wife Tori, felt compelled to start their own business and launch Wildewood Insurance Agency. As an Independent Agent, TJ has the unique advantage of offering his clients simple insurance solutions that strategically fit their goals and objectives.
Independent means that TJ is not captive to any one company's products or services, rather, he finds the most competitive products in the marketplace to meet the needs of those he is privileged to work for. As a husband and father of four, TJ knows what it means to work hard for your family, to be diligent to protect them, and to be a good steward of what you've been given. That's why TJ wants to work for you - he knows where you're at and he wants to help you protect what matters most; no matter what stage of life you're in.
At Wildewood Insurance Agency we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Wildewood Insurance Agency we work hard to bring our clients the financial solutions that are designed to help them achieve security and peace of mind in retirement.
The Wildewood Insurance Agency 3-Step Process
Step 1: Getting To Know Each Other
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Step 2: Building Your Financial Plan
In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.
Step 3: Ongoing & Proactive Management
As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.
Other Areas of Focus: Social Security Maximization
At Wildewood Insurance Agency, we believe in these words and echo their sentiment by providing our clients with a comprehensive understanding of Social Security. We understand that for many Americans, Social Security is the foundation to the bridge that can securely take them from retirement into the rest of their life.
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible- at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
PO Box 540402
Omaha, NE 68154
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Licensed in Nebraska, Iowa, and Texas
Skyline of the Downtown Omaha, Nebraska from Heartland of America Park photo by Iulus Ascanius | CC-BY-SA-0.0
Website by InsuranceSplash
Website by InsuranceSplash