Financing Your Future – Excerpt From The Financial Shepherd

Building and/or Restoring Credit

Excerpt Adapted From: The Financial Shepherd-
Why Dollars + Change = Sense by Glen Wright and Sy Pugh

In building or restoring credit, the goal should not be to have no credit at all, but rather to use your credit wisely. Use credit as a resource, not as an emergency reserve fund. Credit not only affects your purchasing power but it can affect getting a new job or getting life insurance to protect your loved ones. The goal is to achieve a high credit score of 720 or above. There are several easy ways to help build up your score.

Worth Spotlight: Meet Jessica Cale

Jessica Cale

As a Client Services Advisor, Jessica’s main role consists of collaborating with a team of advisors to ensure client’s needs are met. Born in New Cumberland, West Virginia and now residing in South Carolina, Jessica received her undergraduate degree in Business Management from West Liberty University. Having a variety of experiences in insurance, accounting, and finance for several firms since 2007, Jessica obtained her Series 66 and Series 7 certifications along with her Life and Health Insurance License.

Worth Spotlight: Meet Greg Goodlett

Greg Goodlett

Living by the philosophy of “ Find something you love to do and you’ll never work a day in your life”, Gregory puts his dedication and effort in everything that he does, especially in his position as a Chief Investment Officer. Greg wears many hats in the office, and whether he is taking care of clients or developing new ways to expand the business, his main responsibility is to oversee client investment portfolios and maintaining awareness of any major market or economic changes.

Worth Spotlight: Meet Nicolas Deboeuf

Nicolas Deboeuf

As a Paraplanner, Nicolas’ main responsibility consists of building efficient financial plans for clients and developing informational support to help clients understand the proposed financial plans. Born and raised in Lille, a city located North of France, he was able to embark on the opportunity of coming to the U.S at the age of 18, by the Disney College Program in Orlando, Florida, a national internship program operated by The Walt Disney Company.