Meredith Flautt, Jr., AIF, CPFA, CKA
Creative Financial Concepts, Inc.
- 801 Crescent Centre Drive |
- Suite 600 |
- Franklin, TN 37067
Map and directions
Meredith and his team of dedicated professionals have recently entered into an agreement with Steve Church to provide ongoing service to his many clients. They met with Steve to make certain their insurance philosophies were compatible.
Below is a summary of their requirements for providing for the insurance needs of Steve's clients:
- Right Agent - independent as to product choices and not captive to any particular insurance company
- Right Amount - careful analysis of the family / business needs is vital
- Right Price - affordable for the family / business budget in light of other financial opportunities and commitments
- Right Product - once the first three steps are evaluated, the right product(s)
will follow
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