Page Insurance Partners with Wellspring Financial
At Page Insurance agency we strive to maximize your protection needs through a thorough analysis of the best coverage, carrier, and cost options the marketplace offers.
Just as we believe it is imperative to have the proper Property and Liability protection, it is equally important to coordinate protection from the perils that can affect your long-term financial wellbeing as well.
We are proud to announce our strategic partnership with the advisors of Wellspring Financial, LLC and Brian Andrus, CFP.
One of the biggest concerns we hear from clients is that keeping track of financial decisions and assets is nearly impossible. We all make financial decisions every day, one at a time, with different institutions, at different times under different circumstance. This leads to a condition known as “Financial Junk Drawer” and causes confusion, inefficiency and uncoordinated financial decisions.
Wellspring Financial utilizes a unique “Financial Blue Print” that organizes assets, income, debt and cash flow in a way most have not had the opportunity to experience. The synergy this process creates between our two firms is powerful in that we are completely in sync when coordinating the proper property and liability coverage with your ultimate goal of financial independence.
Our relationship with Wellspring Financial allows us to offer our clients these comprehensive financial planning benefits as a resource at no additional cost. Essentially, we have Financial Planning Firm on retainer for you and recommend you take advantage of this valuable service.
Brian Andrus, CFP is a long time Guilford resident and has been a trusted advisor for over 30 years. Brian was past director of the Certified Financial Planning program at Quinnipiac University and has unique experience involving all of the disciplines of the CFP profession. Please take a moment to review the brief introductory video links below and visit www.wspringfinancial.com or contact Wellspring Financial at 203 458 8807.
You can contact Brian directly by email, phone or website or call Page Insurance to arrange an introduction to all of the benefits and resources available.
To contact Brian directly:
To contact me directly: