Marci Coots, ChFC(R)
"Thank you" is the greatest reward I believe I can earn.
I ensure we stay connected through events, meetings, reports, statements, emails, phone calls, and online and by monitoring our BoKEH FormulaSM as we focus on your life and your time and support you in making the most of both. Listening, understanding, and communicating your needs with our team is important to maintaining our focus on building your Balance of Knowledge Empowerment and Happiness.
I have learned from some of the most experienced advisors in Louisville at some of the largest and oldest firms in the world. Joining the LIFETIME WEALTH STRATEGIES team has provided an even greater opportunity to work toward my goal in life, and in my career, to make the lives of others better in some way for having known me.
Please contact me if there is anything we can do to positively impact your experience.