Why did we start a Financial Services Firm?

Why we started our Financial Services firm?

Hi there, Reggie & Sindy Moon here. We are excited to tell our story.  The reason we wanted to tell our story right now is because so many people ask us “what do you do” or “why did you guys start selling life and health insurance” and then there is “why financial services” and we think they want a one sentence answer but there’s really not one.  We own a Real Estate Company, we’re Brokers, we’re Financial Wellness Coaches & Life Coaches, Motivational Speakers and we teach financial literacy to small business, families and even high school students the fundamentals of how money works.

Sindy was asking me to tell the story of what happened in my life when it was just me and my son around the time of the 2008 economic crash.  Well, I had a bill collector call me consistently for payment and one day I simply asked him a question.  “Do you know how many cans of soup you have in your cupboard?” I told him that the reason I was asking that question was that he was talking to a guy that has some late bills and can tell you exactly how many cans of soup I had in my cupboard.  “It’s TUESDAY and I have three cans of soup in my cupboard, and yet I don’t get paid until FRIDAY!” was my response to him. The point of that story is that’s where we were! A lot of middle America went through the same thing. You’ll hear things like their 401K turned into a 201K. Basically it’s what happened during the ‘lost decade’ and each family thought it was only happening to them at the time.  What it did to middle America still has not been fully recovered from.

Those same middle Americans are now trying to get out of the house because they are upside down in the equity and they can’t get their credit right and maybe can’t even get their income high enough to qualify for what they’re looking for now.  We all lived it and are now trying to recover.  Just remember, if you keep doing the same thing, you’ll always end up with the same results. At that point you’re not insulated against another economic downward spiral.

Does it take a millionaire to insulate themselves against a market shift, no! It takes someone that insulates themselves well enough to know that if there is a shift in the economy they are not going to be literally down to three cans of soup.  When we sell someone a house, what do we change?  We change their address!  When we show people how money works, coach them and show them the financial pain points and remind them it doesn’t have to last for a solid decade or even forever. It doesn’t have to be the middle-class-curse!

Contrasting that time in Reggie and Forest’s life is what we did this past Tuesday.   Which was that Reggie went to the mall and bought an entirely new Winter wardrobe with tailored suit and ties, the works.  Sindy was sitting at the home office working in pajamas while Reggie was out buying a new suit.  The only concern at this point was Atlanta traffic for Reggie and for Sindy, it was whether to have that second cup of coffee in her pajamas or not.

So, what we do is assist families and small businesses reach Financial Freedom!

Financial Freedom is not only owning a fancy car or private jet but it actually means that you can go get what you need and get it when you need it.  That is what we do.  That is why we do what we do and are thrilled to be in this business …. The MONEY business!

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