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Ben Offit, CFP® Making A Difference In People's Lives
Manage episode 344672153 series 2895276
Вміст надано Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Episode 74 - Ben is a Certified Financial Planner and Principal at Offit Advisors, a full-service financial planning practice whose professionals serve individuals, families, and closely held businesses, through a client-centric approach. Ben possesses significant experience, expertise, and resources within a broad range of matters, including financial planning, tax planning, investments, and insurance.
Ben is an ambitious guy, a great listener, and has an excellent work ethic and high integrity. Clients give high marks to his communication style; in contrast to many other practitioners, he explains technical planning concepts in terms that clients can understand. Ben is also especially thorough and follows through with what he says he is going to do.
Outside of work interests: spending time with my wife Amanda, my sons Reed and Nate, and my dog Ray Ray, playing sports and exercising, reading, trying new restaurants, traveling internationally, and the Baltimore Ravens.
To learn more about Ben Offit, go here: https://www.offitadvisors.com/ben-offit.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
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