Member Profile
Caleb Nichols
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Claremore Collective |
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CJBenefits 1000 N Woodland Dr Sand Springs, OK 74063 9703241888 Website |
| Business and Company Details:
The journey of life has many twists and turns. ' College Funding Career Changes Investing Weddings First Home Purchase Family Planning Retirement Aging Parents Long Term Care Funerals Estate Planning. ' It all requires knowing how money works! 'Most people were not blessed to have parents who could do a good job of teaching, and Rockefeller had the knowledge removed from the 8th grade math curriculum in 1938 when he funded the creation of the Federal Debt of Education. Let me be your Financial GPS and get you to your destination faster, safer, debt free, and arrive with the peace of mind of never running out of gas $$ in retirement! I deep-dive with my clients in a complimentary 6-stage Financial Needs Analysis looking at Cash Flow, Debt Management, Emergency Funds, Proper Protection, Wealth Building Strategies, and Estate Planning to 'develop a holistic plan to get you from where you are to where you want to be. ' The key is to develop habits of savings which fuels the engine of your journey! So far I have saved my clients $158,638/year in college loan repayment obligations. I regularly find $300-$3000/m of cash flow back right away. Would you be opposed to finding out about the concepts the wealthy use? 'Schedule a 45min complimentary chat with me at https://calendly.com/CJBenefits/db to see how we can tune the performance of your financial vehicles! ' |
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| My education, training and business experience
I have spent 10 years unofficially coaching people on the Dave Ramsey Financial Peace University concepts, having completed the first 4 Baby Steps paying off $48,600 in 6.5 years to become debt free the first time. I hold the Associate Financial Educator credential from the Heartland Institute of Financial Education, the only Non-profit recognized by FINRA, the Dept of Labor and the GOA as having a professional certified credential qualifying someone to teach the recommended Financial Literacy course for employers who offer retirement plans as an employee benefit. 'This allows me to come alongside Series65 professionals managing the 401K plans and take the educational obligations off of their shoulders in a contractual Non-Solicitation class environment. In May of 2024 I will achieve the full Certified Financial Educator credential qualifying me to teach the classes without another instructor present. I currently am licensed for Life and Health insurance, with the Long Term Care certification in the states of California, Colorado, Oklahoma, Ohio, Wisconsin, and Arkansas. 'I can obtain licensing in whatever state is needed across the country. ' |
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| When I m not working, I enjoy . I am the father of 4 hyper active (normal) boys ages of 11, 8, 5,and 2. 'Married for 15 wonderful years. 'I enjoy movies, video games, reading books, music of multiple eras and national backgrounds, cooking, cross-stitch artwork, acrylic painting, gardening, and woodworking. 'I spent 11 years fencing in a medieval reenactment group after college. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
I volunteer with Sky's The Limit, an entrepreneurial mentorship program where I help aspiring business owners learn how to master their cash flow and project future needs. I am seeking organizations like R.E.A.L Moms where I can support efforts to help different demographics gain mastery of their finances and become self-sufficient and contributing members of society. As we raise the Financial IQ of Americans we free their time and talents to be available to address the societal needs and projects within their communities. |
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| Gold Star Information Year Joined: 2023 Areas Served In: I attend the Claremore Collective, acting as the group administrator, and have visited many other groups over the last 10 months. |
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