NancyThe Financial Consultant you need to know! I am a Financial Consultant to business owners and individuals working towards a specific financial goal, ie: selling my business, planning for retirement, opening new branches, funding my childrens' education, etc. I show clients what it will take to reach their goals in their timeline. I can do this through the use of investments, insurance and annuities. I am also a Certified Women Owned business through WBENC. President - Financial Blueprints, LLC Visit Website |
Profile:With a background that includes over 20 years of sales and management experience, Nancy Sobin worked for Eastman Kodak in every arena from training, marketing, planning and sales management. As a Regional Vice President for Commercial Products, she managed the sales and business from Texas to Virginia. In 2001, she began working in the insurance field, and today she is a full service financial consultant. Business Description:Financial Blueprints, LLC works with small business owners to help them offer the most cost effective and comprehensive benefit plans to their employees. Services include businesses guidance with funding buy/sell agreements, protecting against the loss of key employees and helping business owners reach personal financial goals. In addition to this, Financial Blueprints, LLC works with individuals to help them reach their goals in the areas of retirement and college funding. Outstanding Achievements and Community Involvement:Nancy Sobin is a Financial Consultant with experience in helping small businesses, as well as family financial planning. An expert in insurance and investment strategies, Nancy is a firm believer in protecting assets and lifestyles before building further wealth. She also specializes in enhancing wealth and distributing it at the right time with the least tax consequences possible. Ultimately she works hand in hand with a client's attorney and accountant to help them reach their financial goals. Milestones:A native of New Jersey, Nancy earned her BFA at SUNY College at New Paltz, as well as an MBA from the University of Rochester. Today she is a member of NAWBO, Insider Sales Roundtable, Sandy Springs/Perimeter Chamber and she is the Treasurer of the Buckhead Business Association. Nancy is also the proud parent of two daughters. One is a graduate student at George Washington University and the other a freshman at Arizona State University. |