Episode 108 Roy Pfleger RVP II Consulting WHAT IS FINANCIAL PLANNING (9-26-2020)

HEALTHY LIFESTYLE with Host Lori Anne Casdia with Guest Roy Pfleger II from RVP II Consulting. As President of RVPII Consulting, Inc. Roy takes all of his experiences in the financial services world to deliver an experience specifically tailored to his client's financial goals. Their mission is to break the boundaries of the traditional financial services experience for their clients. By focusing on guidance, accountability, and implementation of strategies, they forge personal relationships with their clients as they walk hand-in-hand through their financial planning journey.

QUOTES:

"I think what inspires me is truly helping people. I like to think my advice is somewhat unique because I find my conversations are often talking about strategies and implementation of ideas rather than comparing investment products and returns".

"I think this is important because it shows the client that you actually showed up to offer genuine advice that can help them rather than just try to sell them and capture assets. By using education and guidance I get to see my learn as they grow with their financial plan and that is what is most fun about what I do".

"I think my operations and administrative background is somewhat unique. Being that I ran behind the scenes on many different levels and for such a long time I was able to truly see how our industry functions. What is allow and what is not allowed. What gets people in trouble, what doesn't. Who has built a successful practice and who seems to struggle? Even on the surface insight into these things are great but being able to be behind the scenes gives me a bigger understanding of what is important for my clients and what is not".

"One of the women I give so much credit to for where I am today was my old mentor Vivian. Vivian really took me under her wing while I was at John Hancock and put my professional career on track for what it is today. I think what inspires me is living through a lot of what I am helping people with. Like most people out there, especially after 2008, there were a lot of personal hurdles and financial struggles I had to overcome. Through hard work, dedication, and focus I was able to build the financial foundation my wife and I stand on today and be comfortable through these insane times".


To contact Roy please visit

www.rvpiiconsulting.com


Please email us at HealthyLifestylewithLA@gmail.com and follow us on social media @healthylifestylewithLA

Our Goal at Healthy Lifestyle is to inspire, educate and empower you to fulfilling a healthy, emotional, spiritual and physical life, so you can feel empowered to live the life you have always wanted and dreamed. We are here to lift each other up with encouragement and positivity. To serve one another.


ABOUT Lori Anne De Iulio Casdia
Business & Marketing Strategist, Law of Attraction Practitioner & Master Mindset Mentor

Founder of LDC Strategies
Founder of Strategies By Design
Founder of Monarch Luminaries
Founder of Soar to Success Program
Motivational Speaker/Inspirational Speaker
Emcee/Moderator
Master Mindset Mentor
Law of Attraction Practitioner
Host of HEALTHY LIFESTYLE (LI News Radio/I Heart Radio/InTune/Sound Cloud/YouTube)
Publisher/Owner of Port Lifestyle Magazine
Performer/Vocalist
Columnist for LIBN
Certified Herbalist & Aromatherapist & Kundalini Yoga
Young Living Consultant

Awarded the 50 Top Most Influential Women in 2018

Lori Anne’s personal philosophy is “We are all here to serve others and lift each other up. Be the best you because everybody else is taken.”

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