wiseradvisor

Janet Galloway, CDFA®, CFP®
B&B Strategic Management

Tel: 910-751-0848
1010 Old US HWY 1 S
Southern Pines, NC 28387
B&B Strategic Management | Financial Advisor in Southern Pines ,NC

About B&B Strategic Management

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.


General Information

Firm Start Year:   2015
Gender:   Female
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


Services

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


Compliance

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

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Flat Fee, Based on Assets


Board Positions

Organization:  Kiwanis of the Sandhills  Moore County, NC
Position :  President
Duration :  10/01/2020-Currently holding


Education

Masters - Personal Financial Planning  Kansas State University
01/01/2014-08/2016

Bachelors - Finance  Kansas State University - Manhattan, KS
09/01/2011-08/01/2013



Faqs

  • Why should I choose you as my financial advisor? I'm not sure that you should. I encourage every new person I meet to interview multiple advisors to find a good fit for them. We look for long term relationships and our clients become like our extended family. We love what we do and love those we get to do it for.
  • What are your qualifications? What is your education background? - Master's Degree with a Major In Person Financial Planning from Kansas State University - Certified Financial Planning Professional - Certified Divorce Financial Analyst Professional - Series 65 -Life and Health Insurance License - Previously held Series 7 and 63 but let them expire when I chose not to be affiliated with a broker dealer
  • How much risk should I be willing to take? When i first started in the industry, I hated the answer 'it depends'. The longer I help people I understand why the answer to questions such as this one is often - it depends. We seek first to understand, then to be understood. How does this answer the question? Once we understand where you currently are, where you are trying to go and how you feel about risk - then we can you give you the best possible answer for your situation.
  • What is your approach to financial planning? Comprehensive Financial Planning is extremely important in my fiduciary role to give clients the best possible advice for their situation.
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Disclaimer

Advisory services are offered through Integrated Advisors Network LLC, a registered investment advisor.

Janet Galloway

Janet Galloway

CDFA®, CFP®

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.

My Services

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 6:00 PM

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