Financial Needs Advisor
Opening hours
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Sunday
1:00 PM - 7:00 PM
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Monday
9:00 AM - 8:00 PM
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Tuesday
9:00 AM - 8:00 PM
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Wednesday
9:00 AM - 8:00 PM
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Thursday
9:00 AM - 8:00 PM
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Friday
9:00 AM - 8:00 PM
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Saturday
1:00 PM - 8:00 PM
About the company
Empower individuals to achieve financial stability and success. We believe that everyone deserves access to expert guidance and personalized solutions when it comes to their finances. Our experienced network of financial professionals is here to provide comprehensive strategies tailored to each client's unique goals and circumstances. Whether you're planning for retirement, saving for a dream home, or starting a business, we are committed to helping you navigate the complex world of finance with confidence and peace of mind. Let us be your trusted partner on your journey to financial freedom.Our team
James Rattien
Financial Needs Advisor
Fort Wayne, 6110 Bunt Dr
James Rattien
Growing up, I was really into sports, especially speed skating. That passion gave me a lot of drive, which I took with me when I started working. I began my career doing basic jobs, but over time, I worked my way up to managing big projects that cost millions to billions of dollars.
One of the best parts of my job was facing and solving different challenges that came with each project. It helped me learn and think out of the box.
But, like any job, there were some rough spots. I noticed that sometimes, after fixing a problem, some people would make things difficult on purpose. It was pretty frustrating.
However, I found a great opportunity that was perfect for me. Even though I was good at solving problems in big companies, sometimes the higher-ups didn't always see or appreciate it. They seemed to care more about profits than people. But for me, it's always been about caring for everyone, unless they give me a reason not to.
In the end, my main goal is to help people and families with their financial goals. I want to teach them about how money works so they can have happier lives.
#Entrepreneur #Innovation #SuccessW #financialadvisor #expertadvice #financialgoals
Top services
Singles Full Needs Analysis
60 min
When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, e
Financial Needs Advisor
Fort Wayne, 6110 Bunt Dr
Singles Full Needs Analysis
When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, education, or personal growth, a needs analysis provides valuable insights that lead to effective solutions. So, let’s take the time to assess your needs and watch as your path to success becomes clearer. #NeedsAnalysis #DecisionMaking #Success
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Service type: Financial planning, Insurance consultation and Wealth management
Annuity Needs Analysis
60 min
Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax ad
Financial Needs Advisor
Fort Wayne, 6110 Bunt Dr
Annuity Needs Analysis
Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax advantages and the potential for growth. However, it's essential to weigh the pros and cons carefully before making the switch. Consult with a financial professional to determine if an annuity aligns with your long-term goals. Secure your future with a well-informed decision. #retirementplanning #annuity #financialsecurity
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Service type: Financial planning, Insurance consultation and Wealth management
Life Insurance Needs Analysis
60 min
Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses,
Financial Needs Advisor
Fort Wayne, 6110 Bunt Dr
Life Insurance Needs Analysis
Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses, outstanding debts, and provide financial support for your family's future. Don't wait until it's too late, invest in life insurance today to safeguard your family's financial well-being. #LifeInsuranceMatters #FinancialSecurity
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Service type: Financial planning, Insurance consultation and Wealth management
Join Our Network
60 min
Are you passionate about helping people achieve their financial goals? Consider a career as a financial professional! As a financial professional, you'll have the opportunity to provide a personalized financial path to individuals and families. Wheth
Financial Needs Advisor
Fort Wayne, 6110 Bunt Dr
Join Our Network
Are you passionate about helping people achieve their financial goals? Consider a career as a financial professional! As a financial professional, you'll have the opportunity to provide a personalized financial path to individuals and families. Whether it's retirement planning, investment strategies, or budgeting, you'll play a crucial role in guiding your clients toward financial success. With the growing complexity of the financial landscape, the demand for skilled financial professionals is on the rise. So, if you have a knack for numbers and enjoy building relationships, a career as a financial professional could be the perfect fit for you! #FinancialPlanner #CareerOpportunity #FinancialSuccess
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Service type: Financial planning, Insurance consultation and Wealth management
Couples Full Needs Analysis
60 min
A couple’s financial needs analysis is crucial for a healthy and stable relationship. By assessing our financial goals together, we can align our priorities, plan for the future, and avoid unnecessary conflicts. It helps us understand each other's sp
Financial Needs Advisor
Fort Wayne, 6110 Bunt Dr
Couples Full Needs Analysis
A couple’s financial needs analysis is crucial for a healthy and stable relationship. By assessing our financial goals together, we can align our priorities, plan for the future, and avoid unnecessary conflicts. It helps us understand each other's spending habits, debts, and savings, leading to better financial decisions. Let's take control of our finances and work towards a secure and prosperous future together! #FinancialPlanning #CouplesGoals #MoneyMatters
Complimentary 15-Minute Consultation: A focused, one-on-one telephone conversation with a financial professional.
60 min
Who Is It For: Aspiring Savers: If you're just starting and want to know how to begin saving effectively, this chat is for you. Future Planners: Individuals looking to understand more about planning for life events such as starting a family, or s
Financial Needs Advisor
Fort Wayne, 6110 Bunt Dr
Complimentary 15-Minute Consultation: A focused, one-on-one telephone conversation with a financial professional.
Who Is It For:
Aspiring Savers: If you're just starting and want to know how to begin saving effectively, this chat is for you.
Future Planners: Individuals looking to understand more about planning for life events such as starting a family, or saving for college.
Retirement Navigators: Those approaching retirement and needing guidance on how to maximize their retirement savings.
Investment Curious: People interested in learning more about investment options and strategies.
Insurance Inquisitors: Those seeking guidance on life insurance and annuity products suitable for their needs.
What to Expect:
Personalized Attention: Our financial expert will provide you with undivided attention to answer your specific questions.
Expert Insight: Get professional insights into complex financial matters in a language you can understand.
Actionable Advice: Walk away with actionable steps that you can implement immediately to improve your financial situation.
Confidentiality: Your financial matters are personal. Rest assured that your conversation will be held in the strictest confidence.
How It Works:
Book Your Slot: Simply choose a time that suits your schedule from our online booking system.
Prepare Your Questions: Think about what you want to ask. Our professionals can cover topics from basic financial principles to complex investment strategies.
Receive a Call: Our financial professional will call you at the chosen time – make sure you’re ready and in a quiet place to chat.
Follow-Up: After the call, we’ll provide you with a summary of the discussion and additional resources if required.
Benefits:
No Commitment: This is a no-obligation, free service to help you understand our full range of offerings and how we can assist you.
Convenience: Get guidance without having to leave your home or office.
Quick Answers: Perfect for busy individuals who need quick guidance from a reliable source.
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