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Mass Mutual Financial Group

Insurance Agency
San Antonio, Texas, 78216

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My professional training enables me to recommend the best solution for every business, family & individual.

Mass Mutual Financial Group

How I Work: An Objective Approach To Financial Strategies

Critical to my "needs-based" approach, is my ability and commitment to listening and asking the right questions. I get to know my clients and understand what is truly important to them. My goal is to help you to achieve your goals. To that end, I use a four-step process to help you solve your financial problems:

Analyze

Before I recommend any product and/or service, I ask questions and get a clear understanding of your circumstances and financial objectives. I then analyze your insurance and investment portfolios to identify any gaps that may prevent you from meeting your goals.

Recommend

I will provide you with suggestions to fill in the gaps and help you reach your objectives more efficiently.

Implement

I will work with you to implement our agreed-upon strategy and help you secure the required products and services.

Review

Because your financial situation is bound to change, I will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.

Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Professionals are only able to provide certain services if they are licensed to do so.



Contact Information

  • Logo
  • Mass Mutual Financial Group Company Logo by Mass Mutual Financial Group in San Antonio TX
  • Year Established
  • 2011
  • Website
  • http://www.financialguide.com/Charlie-Watts/
  • Online Social Profiles
  • Phone Number
  • (210)306-9162
  • Location
  • 10101 Reunion Pl
    Suite 300
    San Antonio, TX 78216
    United States of America
  • Fee Structure
  • I do not charge for my time. I get compensated in two ways: 1) I get a commission when we find a resource that meets your needs. 2) As we begin a path to achieve your goals, I will ask to be introduced to other good people that you know will take a professional's recommendations.
  • Honors & Awards
  • MassMutual Rising Leader

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