My entire life, I thought I was going to be a Doctor just like my father. Then in 2017, I realized it wasn't my passion. So, I decided to end my pre-medicine college track. But, before I could, I had to have a plan. My dad grew his medicine practice by building real relationships with his patients to expand through word of mouth. These same relationships he built were the foundation for me to seek
help, learn about other career paths, and make a decision for myself. So, I started calling his network. The second call I made was to his financial planner, Timmy. Timmy taught me that there's 3 things everybody wants. To be spiritually sound, physically healthy, and financially secure. Most people need to help themselves to be the 1st. My dad, the doctor, helps his patients with the 2nd. Timmy, the financial planner, helps his clients with the 3rd. I quickly realized that this career gave me the opportunity to help people as much as my dad does as a doctor. I graduated college and began my career with MassMutual Greater Philadelphia on December 7th, 2020. Since that day, I've spent my time simplifying financial planning for my clients and now teaching other financial advisors to do the same. My obsession is making finance easy to understand and help people like Timmy helped my parents. This career has given me a personal lifestyle with professional fulfillment I don’t believe can be had anywhere else. How I can help you:
➡️Feel confident to make difficult financial decisions that could save you thousands
➡️Develop a simple, implementable financial plan to live your dream lifestyle so you can relax on your vacation in the Bahamas
➡️Hold you accountable to your goals like buying that first house, paying for your wedding, or children’s college
➡️Review every year because life happens and things change like getting a promotion or moving to a new area
My results:
➡️The best 1st year my agency has ever seen in its 130+ year history
➡️Rookie of the year 2021
➡️New Advisor of the year 2021
➡️Almost 100 households (and counting) receiving my help & expertise
If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼
Calendly.com/sallavanti
This career can get you anything you want in life, but it won’t give it to you. Want to learn more? Message me📲
I am licensed to sell insurance in: Delaware, Maryland, New Jersey, New York, Florida, Connecticut, Texas and Pennsylvania and securities in: Texas, Maryland, Connecticut, Delaware, New Jersey, New York and Pennsylvania. I am a Registered Representative of and offer securities and investment advisory through MML Investors Services, LLC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.
