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Chris Blair, Founder of Maestro Associates, Denver Flat-Fee Financial Planning Firm Interviewed on Podcast Discussing the Common Issues With Estate Planning

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Chris Blair, Founder of Maestro Associates, Denver Flat-Fee Financial Planning Firm Interviewed on Podcast Discussing the Common Issues With Estate Planning

Published on March 8, 2022

During the interview, Blair discusses the extraordinary value proposition he provides clients. Estate planning shouldn’t be something that starts when a loved one reaches an end-of-life stage. Start planning as assets accumulate, then revisiting the plan on an annual basis or around a major life event may not seem so daunting.

Chris says, “No matter what your age or net worth, you need an estate plan to protect yourself, your loved ones, and your assets — during your lifetime, as well as after your death. It’s helpful to have a basic understanding of the documents recommended for an estate plan.”

In the podcast interview, some of the items discussed are:

  • What are some of the more common issues with estate planning?
  • When done right, what does estate planning look like?
  • What is the most significant mistake people make in estate planning?

Listen to the interview on the Business Innovators Radio Network   

https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-common-issues-with-estate-planning/

Blair continued, ” Your dreams matter. We understand the challenges that make it harder to achieve your financial goals, and we’re ready to provide the education, coaching, and advice. We believe your financial success is achievable no matter your current situation or economic status. We feel that flat-fee planning is a unique opportunity for our clients which differs from traditional financial advising in some compelling ways. The average financial planner charges you a percentage of the total holdings in your portfolio, this is called an asset under management (A.U.M.) pricing model. Some planners charge a commission on every purchase or transaction. At Maestro Associates we believe in simplicity and transparency.  Our flat fee model ensures that you have flexibility to make adjustments to your financial plan as often as necessary without being surprised by transaction fees. Whether you are managing a large portfolio or just getting started, everything is up-front and on-the-table so you know exactly what you are paying for.”

About Chris Blair

Chris founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to clients in Colorado. Now known as Maestro Associates, the firm serves clients in California, Oregon, Washington, New Mexico, and Kansas. Under Chris’s leadership, the firm has implemented a unique planning approach that helps meet peoples’ financial and emotional needs.

Chris received an MBA and a law degree from the University of Denver. As a Certified Financial Planner, he holds FINRA Series 6, 7, 24, 26, 63, and 65 licenses. He also maintains Life, Heath, and Annuity licenses in several states.

Learn More: https://www.maestro-associates.com/

Read “the Benefit to Transparency of Flat Fees

All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

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Ken Abel, Sales Director at Trailstone Insurance Group, Interviewed on Influential Entrepreneurs Podcast Discussing the Core Values Working With Trailstone Insurance.

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Ken Abel, Sales Director at Trailstone Insurance Group, Interviewed on Influential Entrepreneurs Podcast Discussing the Core Values Working With Trailstone Insurance.

Published on May 26, 2022

Ken Abel discusses how working with Trailstone Insurance is a different experience and provides a vibrant environment for success. In the interview, Ken discusses their Core Values:

  • Treat Others the way you Want to be Treated – The Golden Rule
  • Have the Heart of a Teacher
  • Launch-Fail-Learn-Fix
  • Generosity & Gratitude

Listen to the interview on the Business Innovators Radio Network  https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-the-core-values-working-with-trailstone-insurance-group/ 

Abel commented, “our agency has been remote-focused from day one. Providing our agents the technology and flexibility to work when they want and where they want with full support gives them a work environment that fosters the greatest success possible!”

Trailstone Insurance Group is an independent insurance agent that represents multiple insurance companies. They are not locked into just one insurance company, which allows them to find the best options for coverage and the best pricing available. Having access to over 40 insurance companies means when rates go up with one company, Trailstone has the ability to move their clients’ insurance to a better option…in fact, they have an entire department in their agency focused on just renewals and finding the best coverages! There is no charge to use their service; the insurance carriers pay them.

Dave Ramsey has endorsed Trailstone Insurance Group. Abel commented, “It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the “Heart of a Teacher” in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers. Insurance agencies cannot purchase Dave’s endorsement; it must be earned. To ensure we are continually improving, Dave’s team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.”

 

About Ken Abel

Ken is a Colorado Native who loves camping, hiking, and enjoying our beautiful Rocky Mountains. He grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. He was always doing something active or creative. If he was not playing a sport, he practiced his artistic skills drawing and painting.

His background is in Graphic Design and Digital Imaging. He took his love for art through college and got his Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Nowadays, he likes to spend his free time with his boys and wife playing VR games, camping, hiking, or reading a good book.  

Learn more at: https://trailstoneinsurancegroup.com/ken-abel/   

  

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“Whispers from His Heart: Experiencing The Love of God”, moving brokenness to healing by personally connecting to God daily

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“Whispers from His Heart: Experiencing The Love of God”, moving brokenness to healing by personally connecting to God daily

Published on May 25, 2022

In her interview on Business Innovators Radio, Brenda walks through the writing process and how her book “Whispers from His Heart: Experiencing The Love of God” came to be. Birthed from one of the darkest times of her life, the writing of this book was part of her healing process.

Brenda W. Levine is the author of “Whispers from His Heart: Experiencing The Love of God”, a devotional journal offering encouragement through daily life struggles, igniting hope, instilling purpose, and inspiring dreams again.

Daily Devotions have been called exercise for the soul and just as physical exercise promotes physical health so daily devos promote spiritual health. 

According to The Pew Research Center in Washington DC only 36% of Evangelicals say they have a daily devotional and women are 30% more likely to have a daily devotions than men?

Women’s devotional books make up almost 80% of the devotional book category so there seems to be a strong market for them. 

Toya Poplar says of Brenda Levine’s book Whispers from His heart, “Written in the style of Sarah Young’s Jesus Calling, Whispers is a daily devotional that does exactly what the name suggests; it whispers aptly spoken words to the quiet place of your heart.”

In her interview on Business Innovators Radio, Brenda walks through the writing process and how this book came to be, this podcast can be found on the Business Innovators Radio.

She shares how this book was birthed from one of the darkest times of her life.  She found herself going through two painful divorces that she didn’t want to happen but had no ability to stop. 

It was during this dark time in her life that she went to God again in a new way.  Not just spending time studying and praying but journaling and learning to hear God’s voice as it spoke to her needs directly, the writing of this book was part of her healing process.

Now she wants to share that journey with others so they can also learn to hear the whispers from God’s heart.  So no matter what they have experienced or they are facing now, they can know God is there with them and he cares.  He wants to step into their lives and be there for them in a tangible way they can feel.  

Her book is a way other women can learn to experience this for themselves and it is more a workbook than book as it meant to be uses each day as they learn to spend time with God.

She offers a free 7 day challenge where anyone can get free devotions from her book and learn to hear God’s voice for themselves at the Whisper Challenge.

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Book Providing Insights From Financial Professionals on Post-Pandemic Planning Releases On Amazon

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Book Providing Insights From Financial Professionals on Post-Pandemic Planning Releases On Amazon

Published on May 24, 2022

LEADING ADVISOR is now available on Amazon.com and other booksellers.

Remarkable Press’ recent release, “LEADING ADVISOR – Spotlights on Remarkable Financial Professionals and Advisors Vol 2,” is now available on Amazon and Kindle, among other booksellers. Remarkable Press has pledged 100% of the royalties from the retail sales of the book to be donated to charity.

In response to the book release, Remarkable Press Founder, Mark Imperial, said, “Releasing this book is something we are excited to have achieved. This is an important project for us because we have created a powerful resource for Retirees and Soon-to-be Retirees.”

Describing the unique concept behind the book, Imperial explained, “This wasn’t a topic we could tackle on our own, so we reached out to some of the top Financial Professionals across the country and asked them to give their insight into planning a financial future and retirement.”

Imperial expressed appreciation for the book’s contributors, saying, “We are extremely fortunate to have the caliber of Financial Professionals who gave their time to be interviewed for this project. Every one of them is a true advocate and educator. To have this book available on Amazon and Kindle, among other great booksellers, is an incredible achievement and puts a spotlight on the appreciation and recognition they deserve.”

With the recent Pandemic, “LEADING ADVISOR” subject matter is a hot topic and a must-read for Retirees and Soon-to-be Retirees.

Featuring Conversations with:

  • Jonathan Taylor
  • Gregory Kojak
  • Eric A. Dupré
  • Adam D. Koos
  • Jacob Chrysler
  • Michael Chrisler
  • Shanna Tingom
  • Gabrielle Kelly
  • Michael P. Nelan
  • Brock Brenneman

“LEADING ADVISOR – Spotlights on Remarkable Financial Professionals and Advisors Vol 2” Kindle version is available on special flash sale now at https://www.amazon.com/dp/B09TZ8GZH8/.

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