How much money do I need to retire? When should I claim social security? When can I retire? What will I do when I retire?
Am I saving enough? Am I on track?
These are just a few of the questions we help our clients answer. We identify your money mind set, your money script and analyze where you are now and where you want to be. We then use this information to create a comprehensive strategy uniquely tailored to your goals. We don't leave you alone though - we are always here with advice to keep you on track to help you achieve your financial goals. We simplify your financial life with a short summary so it's easy to see where everything is. We coordinate with your other professionals such as CPAs and Attorneys to ensure you have a team coordinating your important financial matters.
|Firm Start Year:||2015|
|Name of Broker/Dealer:||INTEGRATED ADVISORS NETWORK LLC|
|States Licensed in:||NC|
|Work Experience:||Janet started her career with an independent firm. She then concentrated on learning insurance while she worked on her Master's Degree. When she passed the CFP exam, she joined Merrill Lynch. After a couple of years working for a large corporation, she realized that she was better suited to help people in an independent firm. As the owner of B&B Strategic Management, she has the freedom to team with professionals with the same client center focus and build her team to help people simplify their financial lives, coordinate with their other professionals and help people achieve their unique financial goals.|
|I work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Portfolio Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities, Risk Management|
|Investment Types:||Exchange Traded Funds (ETFs), Annuities, Insurance, Alternative Investments, Stocks, Mutual Funds, Bonds|
|I can meet clients in the following ways:||Video Conference, Via Email, Via Phone, At your home, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Long Term Care, Health|
|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 and Fees
|Compensation Methods:||Commissions, Flat Fee, Based on Assets|
|Organization:||Kiwanis of the Sandhills Moore County, NC|
|Duration :||10/01/2020-Currently holding|
|Masters - Personal Financial Planning||
Kansas State University
|Bachelors - Finance||
Kansas State University - Manhattan, KS
Advisory services are offered through Integrated Advisors Network LLC, a registered investment advisor.
Growing up in an active-duty military family, Janet has lived all over the world. She spent most of her time in Virginia and Kansas. She now calls Pinehurst, NC her permanent home. Janet's first career was raising her four children. As they got older, she went back to school earning her Master's in Personal Financial Planning from Kansas State University. She is a CFP ®; (Certified Financial Planner) professional and a CDFA ®; (Certified Divorce Financial Analyst) professional. She is passionate about helping others create a financial road map that makes sense for their unique situation. Janet has built a solid foundation of knowledge and experience, working in both small firms and large broker dealers. You will often find her helping in the local community through Habitat for Humanity and Kiwanis. She also enjoys playing golf and listening to the talented local music artists. Janet travels back to Kansas to visit her grandson as time allows.
Financial Planning for Individuals
AM I ON TRACK? WHEN CAN I RETIRE? WHAT DO I NEED TO DO SO THAT I CAN LIVE THE RETIREMENT I WANT? The answer to these questions comes after we make sure we understand what your goals are. A financial plan is the foundation for any and all of our recommendations.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||9:00 AM - 6:00 PM|