Every week for a financial rep is different.... And that’s what I LOVE about my job. No week is ever the same. Here’s a few of the situations I’m working with this week: 📌 Helping a gentleman condense his previous employers 401ks into one retirement account. 📌Working with a family on getting extra life insurance coverage to ensure they are correctly covered. 📌Teaching a young parent the financial basics to help them better understand their financials. 📌 Converting a client’s term life policy to whole life to better reflect his current goals. 📌 Annual review for a couple making sure goals reflect current portfolio. 📌 Working with a family to start saving for their children’s college fund while also saving for retirement. Needing financial help? I’ve got your back! 📌 What goals are you hoping to accomplish this week? ------------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #FinancialRep #Leadership

With Thanksgiving and Christmas just around the corner, now’s the perfect time to set a holiday budget! 🎄🦃 The season of giving can quickly turn into overspending! 😵‍💫

On my drive the other day, I came across this AWESOME display. 🎃 (Just like Christmas, the decorations can stay up year-round!!) It was so cool that I had to take a picture for proof! LOL 🤣 However, it did get me thinking….. If this small gesture can put a smile on someone’s face, why don’t we do it more often? Think about it. 📌 You like someone’s shoes? Tell them. 📌 See someone struggling with the groceries? Help them. These small gestures can make a HUGE difference for others. The same goes for financial planning… When we make those small changes today, we’re paving the way for our financial freedom down the line. That’s a small gesture that you can give yourself. For now, I challenge you to make someone smile today. We all deserve more laughter and happiness. 📌 What have you done for others recently? ----------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Kindness #Leadership #Community #FinancialPlanning

Life insurance is for EVERYONE! 🫶🏻 Secure your legacy TODAY! 🧡