Joe Lehman
Financial Advisor at WestPoint Financial Group
- Role
- Financial Advisor at WestPoint Financial Group
- Location
- Peoria, IL, US
- LinkedIn followers
- 500 followers
About Joe Lehman
Experienced Financial Services Professional with a demonstrated history of working in the Financial Services Industry. Skilled in Financial Planning, Tax-Free Income products, Wealth Accumulation, Retirement Planning, Rollovers, College Savings Strategies, Group Benefits (401k,EWL,Disability). Long Term Care planning. Succession Planning. Strategies for Business Owners. Disability for professionals. 4x Award winning producer with New York Life. Strong Sales Professional. Graduated from Eureka College. Passionate about building relationships.Preparing for that next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with expertise· Advisory services - Wealth Management· Retirement analysis and programs - Planning software · Estate strategies · Employee benefit and retention services· Business continuation strategies· Trust servicesSavings StrategiesRisk Management PlanningI can be reached at 30••••••87. J••••••••@financialguide.comPassionate about building relationships.Award Winning producer: New Producer of the Year 2013. Class of 2013 Top Producer. Long-Term Care COC. Annuity Elite. Executive Council. Let\'s start a conversation about your goals.
Experience
Financial Advisor
Oct 2017 — Present · 401 Sw Water St. Suite 303. Downtown Peoria, IL, US
Experienced Financial Services Professional with a demonstrated history of working in the Financial Services Industry. Skilled in Financial Planning, Tax-Free Income products, Wealth Accumulation, Retirement Planning, Rollovers, College Savings Strategies, Group Benefits (401k,EWL,Disability). Long Term Care planning. Succession Planning. Strategies for Business Owners. Disability for professionals. 4x Award winning producer with New York Life. Strong Sales Professional. Graduated from Eureka College. Passionate about building relationships.
Education
Eureka College
Bachelor of Science (BS) - Business/Finance
2008 — 2010
Skills
- Powerpoint
- Microsoft Excel
- 403 B
- Sales
- 401k Rollovers
- Tax Free Income
- Asset Protection
- Customer Service
- Wealth Accumulation Strategies
- Retirement Plan Consulting
- Wealth Accumulation
- Long-Term Care
- Income Protection
- Insurance
- Roth Ira
- Strategic Financial Planning
- College Funding Strategies
- Iras
- Financial Planning
- Wealth Management
- Public Speaking
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