Personal Financial Representative

Alberto Crespo, Saint Augustine, FL

With so many Personal Financial Representative in NE Florida, how do you choose one to ask for help? Most would recommend that your representative should exhibit the following:

- The heart of an educator; as a former math teacher and administrator in St. Johns County Schools, I have been formally trained to make the complex simple so that customers feel comfortable and informed in their decision making

- A strong set of core values; mine include exceptional service and a focus on your best interests

While my practice has a focus on assisting customers of the Allstate branches which I serve, I also specialize in helping small business owners, real estate professionals, and young families new to our area. These folks know they need help preparing, but generally don't have the time or knowledge to tackle it alone, and they typically share the following concerns:

- Will I have enough income to retire at the age I had in mind?

- Will that income support my ideal lifestyle in retirement, and for how many years?

- Is it in my best interest to consolidate the various retirement accounts I've accumulated over the years?

- Are my loved ones prepared to meet our family's financial goals if I were to pass away?

- As a business owner, how can I attract and retain top talent to my company?

If you have had any of these same questions on your mind, we should carve out 30 minutes to sit and talk together.

A little bit about me:

I am an avid boater and fisherman, I love football and basketball, and I live in sunny St. Augustine with my wife, Jessica, and children, Cristian and Emily, and one more on the way!