Holly Walther Lending Team: “Where in the World is Daisy?” Brett Wooten- Week 3

Holly Walther Lending Team” Where in the World is Daisy? Brett Wooten – Week #3

Brett Wooten || Investment Adviser Representative, Primerica Advisors
2400 Herodian Way SE, Suite 110, Smyrna, GA 30080
(c): 770-363-7055
(o): 770-919-2171
[email protected]

Holly: Hey guys, it’s Holly and little miss Daisy. And we are here for week three of our, ‘Where in the World is Daisy?’ I’ve had the pleasure of introducing you to Brett Wooten. He is a financial advisor and we are so excited to be partnering with him for the month of May. So Brett, I know we’ve had the pleasure of working with a lot of families over the years and I know a lot of times, like when I’m talking with clients about their finances and I’m like, do you have a financial advisor? Do you have a plan for your financial future? So often the first response is, ‘Oh, we don’t have enough money.’ Or ‘Oh, I’ve got all my money in a company 401k.’ So could you maybe give us some insight on your feedback around that? Like what type of clients do you need? Is that a misconception? I mean, is there an amount of money you have to have to be eligible to work with you?

Brett: Great, great questions, Holly. So for us personally, whether you’re a young individual, a young professional, a young family just getting started. Or whether you’ve been putting away money your whole life, right? We can help anyone on that spectrum. And so really the two groups of people that we help the most are young families, young individuals just getting started. And they need a plan and they need a step by step roadmap of how to get to where they want to go.

Holly: And how smart that they’re doing it early on.

Brett: When you understand time and compounding, time is your best friend when you’re younger, when it comes to your finances.

Holly: Which it took him a long time to help me process that by the way.

Brett: Well, at least we got here. And then number two is, is you have groups of people that now they’re in their 40’s, 50’s, 60’s, right? And, and they’ve been saving. They’ve been accumulating money. Maybe they haven’t been doing it the right way. Maybe they have been. But what they need is they need to make sure a Bulletproof plan that when they retire. And I don’t even like using the word retire. I call it the day when you can work, not because you have to, but because you want to.

Holly: Flexibility. Options!

Brett: So at that time to make sure that they have enough money set aside so that they can live out the rest of their life, live a great lifestyle, and never have to run out, worry about running out of money. Right? And that’s so critically important because most people, when it comes to their plan they’re on now they’re just putting away money. They don’t really know, okay, ‘do I know for sure on this path, is that going to take me to where I want to go?’ So for those folks, you know, we give people second opinions, right? Qualified second opinion to make sure that, hey, they’re doing things the best that they can.

Holly: Awesome. And guys remember, because Brett is our partner for our, ‘Where in the World is Daisy?’ for the month of May; he has given you a total financial analysis. He calls it his GPS of financial. (Financial GPS). There you go. It’s like at a $1,000 value for free. So don’t hesitate, you’re at home. Schedules are a little different right now, but take his information down, give him a call, and I can promise you, you will not be disappointed. We’ll see you next week.



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