Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
President, The Retirement Sherpa
Corey became a life and health insurance producer in 2014 and has had a passion for providing insurance and retirement income planning ever since. Prior to forming The Retirement Sherpa, Corey worked with several of the larger financial firms in the insurance space and found the one-size-fits-all model of doing business not to his liking. Frustrated with the limited offerings, he founded his own firm and created the Retirement Happiness process to design personalized plans with a focus on low cost and proper benefit structure. He takes great pride in his ability to help people, by giving them access to a full array of financial solutions. As an independent agent, Corey represents various nationally recognized insurance carriers and develops customized income solutions that fit his clients’ healthcare needs and Retirement Happiness goals. Located in Michigan, Corey is licensed in several states including but not limited to Florida, Ohio, Nebraska, Hawaii, Virginia, Tennessee, and North Carolina. Corey is the proud father of two beautiful girls. When not in the office, he can be found spending as much time with them as possible, golfing, kayaking, or anywhere there’s a beach.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.