About Us
I help people to save better, so you can have financial independence.
So, you do not have to work the rest of your life.
Does your current financial plan provide...
1. Guaranteed retirement income?
2. Protection from stock market losses?
3. Protection from rising taxes?
If not, ask me how...
How We Got Started
commercial real estate loans
The products and services we offer
Recommendations Received (21)
"A very knowledgeable and personable professional!"
"Thanks JoAnn, Let me know if I can ever help you."
Products & Services
Jo's Financial Solutions offers competitive rates on insurance, banking and investment services.
When you need to count on expertise, we're here to help. Jo's Financial Solutions offers free consultation calls to clients in and around Fayettevi...
It's never too early or too late to improve your grasp on finance basics. Jo's Financial Solutions offers financial literacy workshops to individua...
Recent Activity
I will continue to offer zoom meetings to my clients. They seem to like the zoom meetings.
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I will continue to offer zoom meetings to my clients. They seem to like the zoom meetings.
Safety is the most important thing for everyone. I am still offering zoom meetings to keep everyone safe.
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Safety is the most important thing for everyone. I am still offering zoom meetings to keep everyone safe.
I would take advantage of the small business loans if needed to keep the business going.
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I would take advantage of the small business loans if needed to keep the business going.
When I refer a client to someone, it has to be someone I know will do a great job for my clients. I use their services first to see how they work. I need to know they will treat my clients the right way.
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When I refer a client to someone, it has to be someone I know will do a great job for my clients. I use their services first to see how they work. I need to know they will treat my clients the right way.
I have a mentor and we meet every week. It is always good to have someone to bounce ideas off of.
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I have a mentor and we meet every week. It is always good to have someone to bounce ideas off of.
I think social media is important. i am old school. I like to be face to face with my clients and have conversations with them.
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I think social media is important. i am old school. I like to be face to face with my clients and have conversations with them.
Only share if they need to know to help the business' financial health.
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Only share if they need to know to help the business' financial health.
When I do a great job!
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When I do a great job!
It is never easy to deal with payments. Just make sure your clients know your your payment policy.
I do not have the problem because if my clients do not pay, they do not have a policy in place or the account they set up for their financial future. So, it is in their clients best interest to pay.
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It is never easy to deal with payments. Just make sure your clients know your your payment policy.
I do not have the problem because if my clients do not pay, they do not have a policy in place or the account they set up for their financial future. So, it is in their clients best interest to pay.
They are definitely growing smaller and smaller.
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They are definitely growing smaller and smaller.
