The Conley Financial Group
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Bethesda Health Group Employee
FINANCIAL WELLNESS BENEFITS / PLANNING CONSULTATION
FINANCIAL WELLNESS BENEFITS / PLANNING CONSULTATION
Kathy Conley Jones, LUTCF
President, The Conley Financial Group |
The professionals at The Conley Financial Group focus on our clients' insurance and financial challenges of “ preparing for what’s next.”
Perhaps your employees are stressed by debt or financial worries; need assistance with retirement planning or loved ones needing care; their personal legacy preparations in the event of sickness, premature death or C Suite and Upper Level Management consultation ... we have strategies! We listen, educate and execute holistic insurance strategies while your mitigating costs. We stress and employ strategic insurance planning and risk management techniques for your business or family's financial challenges. This is financial wellness benefit planning! |
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What Employees Will Receive
(A Value of Service $150.00)
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Introducing The BHG Financial Wellness Team
Kathy Conley Jones, LUTCF
Founder and Lead Counselor, Conley Financial Group For detailed planning resources visit: https://finsecurity.com/KJones/ Lee Bethel, CLU,ChFC Insurance and Securities licensed for over 30 years Janet E. Logan Licensed life and health Client Liaison with 20 years experience working with clients Wells Fargo (formerly AG Edwards), Wachovia and AXA Advisors Kelli Williams Office Administrator |
How to schedule - Complete the secure form below
Appointments available in office or virtually by computer, smart phone or tablet ( it’s that’s easy)
A Certified Minority & Women Owned Business Enterprise (MBE/WBE)
Securities & Advisory Services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
The Conley Financial Group and LPL Financial are separate and unrelated companies.
FINRA is located at www.finra.org.
Securities & Advisory Services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
The Conley Financial Group and LPL Financial are separate and unrelated companies.
FINRA is located at www.finra.org.
