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Today's guest shares his passion for helping people manage their finances and how he started his own financial group at a young age. We discuss the importance of communication when working with an agency and deliver advice on what to look for in a good agency. Kimsey also talks about his personal financial goals and how they want to invest in certain companies or people. They're proudly serving clients in various states, including Florida, Georgia, North Carolina, Tennessee, New York, and Pennsylvania. From growing up poor, to retiring happily, this episode gives you the information you need to find a firm to help you.
Chapters:
00:02:59 Icebreaker: What is Your Bucket List Item?
00:06:41 From Middle School Dreams to Financial Advisor: The Story of Hollifield Financial Group
00:08:25 Crafting a Financial Plan for a Comfortable Retirement: How One Financial Advisor Helps Clients Secure Their Future
00:12:22 Are You Making This Costly Retirement Mistake? Learn How to Avoid Excessive Fees and Risks
00:15:07 Finding the Right Investment Strategy: Balancing Aggressive and Conservative Approaches
00:17:24 Networking on the Green: How Client Events Can Boost Your Client Morale
00:20:56 From Local to National: Hollifield Financial Expands to Florida and Beyond
00:24:45 Retire in Paradise: Navigating Florida's Afternoon Showers and Crafting Your Dream Retirement Plan
00:26:30 Unlocking the Secret to a Fun and Secure Retirement: The Power of Mailbox Money
00:30:48 Retire in Style: How to Get Paid to Golf, Cruise, and Travel While Your Money Works for You
00:33:22 Retirement Doesn't Mean the End of Work: How Financial Freedom Allows You to Pursue Your Passions
00:36:12 The Cost of Being Human: A Small Business Owner's Journey to Afford Three Meals a Day
Tweetables:
"I thought it would be really cool. I didn't understand what the job was, but I thought it'd be super cool to be able to help people with their money. I realized that people had money and they put it somewhere and then it grew and I thought, this is interesting." - Kimsey Hollifield
"I have a client who works a couple days on the golf course, because they let him play golf for free and that's what he wants to do. I have some clients who bartend some, and they don't need the money. But, you know, they like to get out. So, it doesn't have to be like, boom, you get to this point and you hang it up. I look at retirement as financial freedom, whatever the age and the number." - Kimsey Hollifield
Links Mentioned:
Hollifield Financial Group Website
Hollifield Financial Group Facebook
Hollifield Financial Group YouTube
Small Business Origins Website
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Owner/President
Born in the Asheville, Kimsey started his career over 20 years ago in the insurance industry at just 22 years old. At 23 he became the youngest GM in the history of the company, managing a team of 25. Kimsey has been in the Charleston area for over 10 years where he started Hollifield Financial Group as a retirement planning specialist. Hollifield Financial as many other ways we help our clients with their hard-earned money also. And Kimsey also works with life insurance and Medicare.
Visit www.smallbusinessorigin.com to hear more, and connect!
