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FREE Financial Preparedness Consultation and Financial Checklist

Carillon Job Transition Financial Checklist with Coupon Version
Financial Checklist for Job Transition Page 2

FREE Financial Preparedness Consultation

We developed this session format after helping hundreds of clients manage their finances during critical life transitions.

 

In our complimentary session, we’ll take a look at your current financial situation and present you with strategies that make the most sense for you and your financial future.  

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WE’LL SHOW YOU:

 

  • How to negotiate a settlement or compensation package

  • What to consider if you own company stock and the dangers of holding too much company stock

  • How to prevent job losses or money emergencies from derailing your financial future

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Have a question? 

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Thomas J. Gilliam, Jr., CFP® 

President / Financial Advisor

Office: 636-777-7011

Carillon Group Insurance & Investments

We look forward to hearing from you...

(636) 777-7001

Mon-Fri: 8:00 AM - 5:00 PM

641 Cepi Drive 

Chesterfield, MO

63005-1269

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 *Representatives offer products and services using the following business names: Carillon Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Carillon Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

©2022 Carillon Group | Web Development by Inferno Creative Enterprises

Ready to take the next step in your financial journey?  Schedule a free consultation today!

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