Alyssa Connor Financial Advisor | Application Preview
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General Information
Business Registration Number: 624056020
Location: Vacaville, CA, United States
Length of Operation: 6-10
Number of Employees: 1-10 Employees
Annual Gross Income: $100k to $250k
Annual Gross Expense: $100k to $250k
Open to Loans: NO
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Funding Usage
Pay off debts, be able to fund more workshops for school districts, fund seminars for public service employees, and provide more useful tools for retirement and income and planning.
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Business Plan
Seminars and workshops have been my best tool in expanding my business. I am able to get in front of much larger groups and share how their retirement works. I usually end up working with a fraction of attendees, but am able to help everyone who attends. My goal is to be able to provide one workshop or seminar per year for 35 school districts in central/northern California. Because our educators get overlooked and under serviced. They are the ones that build our communities and take care of our youth, but no one is taking care of them. I am one of the only financial advisors that will consciously work with districts' red tape and TPAs to provide free services that they don't get normally. Those I do work with regularly tell me constantly that they wish they met me sooner and that the info I share is impossible to find on their own.
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Self Identified Competition
American Fidelity reps National Life Group reps VALIC/AIG representatives These insurance agents only provide annuity options for deferred income saving, they don't provide education, retirement planning or any investments. They AREN'T fiduciaries and they sell products that aren't suitable for everyone. It's heartbreaking to see educators taken advantage of in these cases. I do act in my clients' best interest. I explain all options and make recommendations based on what makes most financial sense for their particular situation. I look at their pensions, savings and other income streams to make a plan to put them in the best positions to reach their financial goals. My competitors simply want to sell an annuity or insurance policy.
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