Congratulations to Smart Retirement Solutions, LLC for being our June Member of the Month! Owner Jeffrey Greenwell is a life-time Posey County resident, US Navy Veteran, Oakland City College graduate and has over 20 years of experience in the financial services industry. Smart Retirement Solutions is located at 126 E. Second St., Mount Vernon, IN 47620. You can contact them at (812) 457-7076. Read on as Jeffrey tells us more about Smart Retirement Solutions!
Who started the business and why?
I started the business to serve my neighbors in Posey County and the surrounding areas by helping them protect their assets from the high cost of healthcare and the risks of the stock market.
What are the services you provide at your practice?
I provide a logical approach to planning for your retirement. This includes a retirement plan to evaluate how long your money will last and your potential budget and cash flow analysis during retirement. I also can assist under 65 folks with faith-based healthcare sharing plans to provide coverage. The products I provide are Medicare Supplements, Medicare Advantage, Life Insurance, Long Term Care Insurance and Annuities.
Within a few weeks I will be providing fee-based financial advisory services to assist the clients that wish to continue some exposure to the stock market. This will create a more ‘holistic approach’ to serving my clients.
What is your favorite thing about the business?
I love my business because it allows me to make a real difference in the lives of my clients. I am blessed with calls and cards from my clients when their coverage or plans have worked as expected. Most of my new clients are sent to me as referrals from my current clients.
How does your business differentiate itself from the competition?
I feel I am unique in that I can serve seniors with all of their financial needs instead of just insurance or investments. Most of my competitors either provide insurance or investments. I have the products, licensing and experience to provide both in an easy to access local office. There is no reason to go to Evansville for your financial solutions.
What do most members of the community not know about your business?
I can provide all the Medicare insurance options and can access all available products. I help my clients shop for their financial solutions the way I would want to shop. The goal is always to find the right product solution to fit each individual. I am an independent adviser, my only loyalty is to my clients.
Anything else you would like included about your business?
I can provide client references if someone would like to talk to one of my clients. I have several that have offered to take their call or email.