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Financially Speaking, LLC

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POWER POINT PRESENTATION

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Financially Speaking, LLC

  1. 1. FINANCIALLY SPEAKING, LLC AN INDEPENDENT FINANCIAL ADVISORY FIRM PREPARED FOR GENERAL PUBLIC VIEWING
  2. 2. Financially Speaking, LLC <ul><li>Pam Zielinski is CEO and Sole Member of Financially Speaking, LLC. Pam has 30 years of experience in the banking industry. Pam has worked in almost all facets of banking, to include: Bank Management, Operations, Compliance, Wealth Management, Financial Planning, Initiating Consumer, Commercial and Mortgage Loans, Cash Flow Analysis , Treasury Management and Depository Services. </li></ul>
  3. 3. HOW DID FINANCIALLY SPEAKING, LLC EVOLVE? <ul><li>As a banker for 30 years, Pam saw many changes in the banking industry. In recent years, some of the most turbulent financial times in the U.S. and globally have caused consumers and businesses to question all decisions they are making regarding how to plan for their financial future. Pam has always enjoyed assisting her clients with </li></ul><ul><li>all of their financial needs and </li></ul><ul><li>believes everyone deserves affordable </li></ul><ul><li>financial planning and financial advice. </li></ul>
  4. 4. “ I DON’T KNOW WHERE TO TURN FOR HELP!” <ul><li>With a highly volatile investment market and general economy, subprime mortgage issues and other consumer debt at all time highs, the general public does not always know where to turn for financial guidance. </li></ul><ul><li>Which banker or mortgage lender can I trust? </li></ul><ul><li>Which is better, a large bank or a small, community bank? </li></ul><ul><li>Which investment advisor can I trust? </li></ul><ul><li>Who is a reputable accountant and will also give me ongoing tax advice? </li></ul><ul><li>Which financial advisor is going to look </li></ul><ul><li>out for my best interests and not try to sell me </li></ul><ul><li>products and services I do not need or want? </li></ul>
  5. 5. WHAT SERVICES DOES FINANCIALLY SPEAKING, LLC OFFER? <ul><li>Cash Flow preparation and reviews </li></ul><ul><li>Debt Reduction Planning and Credit Consulting </li></ul><ul><li>Complete Financial Planning to include: Retirement and Estate Planning, College Planning, Debt Reduction Planning, Cash Flow Analysis and Review </li></ul><ul><li>Bank Account Reconciliation and General Bookkeeping Services for individuals and small businesses </li></ul><ul><li>Financial Education Seminars for Organizations, Families and College Students. </li></ul><ul><li>Free local (Neenah-Menasha)courier pick up of documents needed for financial planning or account reconciliation </li></ul><ul><li>Appointment times are flexible to meet client’s busy schedules. </li></ul>
  6. 6. WHY TRUST FINANCIALLY SPEAKING TO HELP ME? <ul><li>Financially Speaking is an “Independent Advisory Firm”, which means we offer unbiased advice and we do not solicit or sell investment , insurance or bank products. </li></ul><ul><li>Pam Zielinski has been a trusted financial advisor in the the Fox Valley for 30 years. She has several professional peers she has worked with and keeps in contact with regularly. Pam is able to refer clients to the appropriate advisors in the banking, accounting, insurance, and investment fields, depending on each client’s situation and only upon the client’s request. </li></ul><ul><li>Pam also keeps up on current trends in the financial industry and the economy in general. You will always receive the most current information from Financially Speaking, LLC. </li></ul>
  7. 7. HOW MUCH DOES ALL OF THIS COST? <ul><li>Financially Speaking, LLC wants to make these planning and educational services affordable for everyone, so our fee structure allows this to happen. </li></ul><ul><li>A 20% discount is offered to all Seniors 65 or better and to low income families(min. family of 2) with incomes of $50,000 or less/year. </li></ul><ul><li>Installment plans can be set up in special situations. </li></ul><ul><li>See Fee Schedule in packet for regular fees. </li></ul>
  8. 8. WHAT ABOUT CONFIDENTIALITY? <ul><li>Financially Speaking has a confidentiality agreement that clients will sign, as well as their advisor. </li></ul><ul><li>Financially Speaking is a home based business, however, client files are always locked and home office door will always be locked. Pam’s home is always locked and clients must ring doorbell to have access. </li></ul><ul><li>Our office is also equipped with a security system and surveillance camera. </li></ul><ul><li>Financially Speaking, LLC has a document shredder , used daily to dispose of all confidential information. </li></ul><ul><li>An annual Privacy Act Notice will be sent to clients, to comply with governmental regulations, even though Financially Speaking , LLC is not part of an industry that is regulated by the government. </li></ul>
  9. 9. FINAL THOUGHTS <ul><li>I began my banking career wanting to help people financially. </li></ul><ul><li>In most recent years of my banking career, I felt that I could not do everything that I wanted for people in the corporate banking world, due to decisions no longer made locally, a weakened economy, credit crunches, tighter federal regulations, etc. </li></ul><ul><li>I leave you with a quote that sums up why I want to start this new stage in my life: </li></ul><ul><li>“ We are not placed on this earth to see through each other, but to see each other through.” </li></ul><ul><li>-Author Unknown </li></ul>
  10. 10. QUESTIONS OR COMMENTS????? <ul><li>Thanks for the opportunity to discuss Financially Speaking, LLC. I look forward to beginning a new relationship with you. </li></ul>

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