| Advisor Profile |
 |
| Name: |
Bob Belknap, CLU,ChFC |
| Phone Number: |
(985) 231-1901 |
| Website: |
Visit Website
|
|
|
 |
| Research This Advisor |
|
| Request More Information |
|
|
|
|
|
|
Business Description |
| Committed to helping clients understand the financial options available and the risks and rewards of those options. We specialize in helping clients create retirement plans that will provide for income that lasts throughout their lifetime. With proper planning we can create a guaranteed stream of income that may increase with time. The emphasis is on the best possible returns with the least possible risks. |
|
| |
|
|
General Information |
|
|
|
|
| States Licensed in: |
La. Ms, Or Wa
|
|
| States Willing to do Business in: |
La
|
|
| Years of Experience in Financial Services: |
35
|
|
| Number of Years with Current Firm: |
1
|
|
| Work Experience: |
35 years in insurnce ,Investments and Business and Estate planning
|
|
| I work with the following types of clients: |
Individual Investors, Businesses
|
|
| |
|
|
|
Services |
| Investment Types: |
Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Annuities, Bonds, Stocks
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLUŽ)
|
|
| Securities Licenses: |
Series 65
|
|
| Insurance and Annuity Licenses: |
Disability, Long Term Care, Annuity, Life, Health
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| I work with clients as part of a team: |
Yes
|
|
| Firm's Number of Clients: |
120
|
|
| |
|
Compliance |
| Registered Investment Advisor: |
Yes
|
|
| Investment Advisor Representative: |
Yes
|
|
| I am an acknowledged fiduciary: |
Yes
|
|
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| I am a fee-only financial professional: |
Yes
|
|
| I am a fee-based financial professional: |
Yes
|
|
| Minimum Portfolio Size for New Managed Accounts: |
100000
|
|
| Compensation Methods: |
Commissions, Flat Fee
|
|
| |
|
| |
| |
| Prepared By: |
Bob Belknap, CLU,ChFC |
Frequently Asked Questions |
|
| Q. |
What services do you provide? What are your specialties? |
| |
Retirement Income generation is our specialty. Income that would last as long as you do is our goal. 401k Rollovers and Estated planning |
|
| Q. |
What is your experience? How many clients do you currently manage? |
| |
35 years in financial services as Insurance Agent, Manager of a large Financial Services Agency 13 years, Registered Rep for 20+ years and Founder of Wealth Management Concepts LLC |
|
| Q. |
What financial institution(s) do you represent? |
| |
A broad range of insurance Companies and Money Manager and Mutual Fund Companies |
|
| Q. |
How do you charge for your services? |
| |
Fees for investment services and Insurance Companies pay commissions on Insurance products |
|
| Q. |
Do you provide a free initial consultation? |
|
| Q. |
Why should I choose you as my financial advisor? |
| |
I'm committed to helping clients reach their goals with programs that fit their comfort level, with best returns and lowest expenses |
|
| Q. |
What are your qualifications? |
| |
I have attended Ed Slotts Rollover Training and many other web based and on site training programs over the last several years. |
|
| Q. |
What is your approach to 401 K plan rollovers? |
| |
To provide options that fit the clients goals based on their age and time to retirement. I feel that it is critical to create a stream of income that will last a lifetime |
|
| Q. |
How long does the process of rolling over a 401K plan usually take? |
| |
Thirty days based on the company that currently holds funds |
|
| Q. |
What financial institutions do you represent? |
| |
Many Highly Rated Insurance companies and Money Managers |
|
| Q. |
How many years of experience do you have? |
| |
35 years total financial services, over 20 years as registered rep and formed Wealth management Concepts LLC in 2008 to have the freedom to choose options that fit my clients needs best |
|
| Q. |
What are your fees for this service? |
| |
Fees are negotiated after a complimentary first visit to determine whether or not we would be a good fit to work together |
|
| Q. |
How many 401K rollover clients do you currently manage? |
|
| Q. |
Why should I roll over my 401K plan to your firm? |
| |
Since I experienced an early retirement myself I think i relate to those who are facing facing retirement in this difficult financial world we live in. |
|
| Q. |
Do you provide a free initial consultation? |
|
|
|
