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Bud Page, CLU, ChFC, CLTC   (#25)   (Bud)
Basic Information
Location
Springfield, MO
Email Address
Phone
417-889-1514
Fax
417-889-1514
Company
Financial Solutions
Title
Insurance/Investments/Planning
Address
1355F East Bradford Parkway

Springfield, MO  
65804
USA


Personal Information
Birthday
Jan 5
Spouse
Sharon Page
Additional Information

Biography

 

                                                                                     BIO
Bud Page, CLU, ChFC, CLTC started his financial services career in August of 1977 in Parsons Kansas.  As an agent for Western Southern Life Insurance Company where he qualified for the companies top honors. In 1982 Bud moved into management with the company and eventually moved to Springfield as an agency manager.  In 1989 Bud ventured out to start his current company, Financial Solutions.  His company is dedicated helping clients reach their financial goals through conscientious planning while accessing and delivering the finest in insurance and investment solutions.
Bud earned his CLU, (Chartered Life Underwriter) and ChFC, (Chartered Financial Consultant) and LUTC designations from the American College.  In 2007 Bud also earned the Certified Long Term Care designation.  Bud has been President of numerous professional organizations including the local chapters of the National Association of Insurance and Financial Advisors and in 2000 was honored with the "Advisor of The Year" award for the Springfield Region. Past President of The American Society of Financial Service Professionals, and The General agents and Managers Association. Bud has been a member of the Greene County Estate Planning Council for 15 years and is a Past President. Bud is also a member of the Ozark Empire Kiwanis Club and served as President in 1995.  
                                                                            Referring Guidelines

I am looking for clients who seek a professional advisor to assist in:

            Defining Their Financial Goals,

            Building Financial Security and Protection,

            Managing Assets and Insurances, in an all encompassing and trusted advisor manner.

Ideal Client:
1.    Families interested in maximizing financial security, family protection, and children’s educations through fee based planning with family annual income of $100,000 or more and that have minimum assets to invest of $250,000.
2.     Small business owner with substantial cash flow and earnings who is looking to get more from their business for themselves and their families. 
3. Small business owner trying to take care of key employees who is willing to invest in retaining them. 
4. Small business owner trying to take advantage of tax laws, business succession planning and estate planning.
5. Small business owners interested in maximizing pension and benefit packages.

Bread Butter Client:

1.    Families interested in maximizing financial security, family protection, and children’s education through fee based planning
and have the desire to reach a minimum of $100,000 to invest or the ability to invest 15% of earnings to meet financial goals.
2.     Small business owners with needs to analyze buy sell agreements, funding benefit packages, and employee benefits.
3. Older adults seeking retirement security and long-term care planning to maximize peace of mind and assets transferred to heirs.
Marginal Clients:
1. Small business owners with desire to improve situation but with limited assets and means to provide for themselves and their employees.
2. Families with limited means to provide for their financial future and with limited assets to invest.
Undesirable:
1.  Anyone who has no desire to improve their current financial situation.