Broker Check

Why People Work With Me?

Reasons Why I Feel People Work With Me.... J. Eric Hoemeyer, CFP®

  1. Experience
  2. Big Picture Approach to Finances
  3. Mandatory System of Review Meetings (Pro-Active Advice)
  4. My Direct Team / My Indirect Team
  5. Provide Tax Planning Advice (Work in conjunction with your CPA)
  6. Coordinate Integration of Estate Plan with Financial Plan
  7. Offer Expert Advice on Retirement Distributions
  8. Provide Regular and Continuous Communication
  9. Provide Client Service that Exceeds Expectations