Greetings to all Alive and Well friends and volunteers!
You are probably familiar with our Alive and Well tagline, which is Connecting, Equipping, Giving.
Up until now, you have primarily known A&W for the Immanuel Prayer process of connecting with God in a deeper relationship thru the teaching of Jessica Handy and my wife, Margaret.
As I settle into my retirement from 45 years in the financial planning industry, I am free to enjoy living on our Ozark Mountain property, being physically active every day, and learning to relax.
But that doesn’t mean I want to put on the shelf all I have learned in my career that could be helpful to others. My firm didn’t sell financial products, just advice on a fee basis. We were not connected to a brokerage firm. This structure is different from over 95% of professionals giving financial advice. I think that is what attracted so many people to our firm … they liked that we were able to be objective in the advice we gave them. I can’t recall ever talking to a prospective client where we didn’t give them some helpful input in their decision making process related to their financial planning and investment life.
Proverbs 18:17 says, “The first to present their case seems right, until another steps forward to question them.” I want to be available through Alive and Well to offer a second opinion on financial decisions with which you may be struggling.
When I retired, I gave up my professional licenses: Certified Financial Planner, Registered Investment Advisor, and securities licenses, so I can no longer charge for my advice, and I do not accept clients. However, in this past year I have been able to discuss financial decisions with some friends of Alive and Well, and help them think through their various options and recommendations. The feedback I’ve received has been very positive and reinforces my desire to offer a financial perspective that is grounded in Biblical principles and my career experience.
There will be many needs that I can no longer address in detail, in which case I can make referrals to qualified Certified Financial Planning (CFP) firms that operate on a fee basis, do not sell product, and have a Biblical foundation.
I welcome you to contact me with your questions and concerns about financial matters. It would be best to put it in an email at Jerry@AliveWell.org and we can arrange a telephone call, if necessary. In the email, give me the “big picture” of your financial questions so I can gather information, links, or facts that I think might help you.
May God continue to bless you abundantly with all He has entrusted to you!
- Jerry Webb