Personalized Assistance

All requests are handled personally by James T. Gentry

Please click here  to request personalized assistance

HOW WE WORK TOGETHER

1.  Discover Values
We start by getting a clear understanding of your life goals, values- putting the framework in place to help you identify and prioritize what you want to accomplish for yourself, your family and your community.   
2.  Organize Information
We then gather and organize all your information and resources around those goals.  We put the extensive depth of our organization to work to access the status of your current reality.
3.  Assess current situation 
Next, we evaluate your current financial set-up in light of your strategic goals.  Again the depth of the organization is put to work for you.  Professionals in all areas of finance, collaboratively work to provide you this the clearest picture of your current situation.  
4.  Address gaps
If there are any gaps, we analyze all the options, with your permission, we collaborate with top professionals, and present an action plan with clear steps and time frames so you can make better, more informed decisions.
5.  Implement strategies on your behalf
We oversee the execution, helping you to "get it done".  I act as  your financial coach to assure that all the steps needed to help make your goals a reality are taken in a timely manner.
6.  Keep on track
No one's life stays in one place, so I stay involved-offering you on going support, education and financial guidance.  It is my goal to help keep you balanced on your path to financial wellness.    

I will work with you to help you determine what’s important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and trusted adviser. 

For more information on the services that I provide to families, or to schedule an intake meeting, please call (636) 736-3396 or send an email to jtgentry@metlife.com.

  Lastly, please click here  to browse my list of upcoming FREE workshops in your area, and register for one of interest to you.

Enjoy your visit!

*MetLife Securities, Inc. Financial Planners can not provide tax and legal advice. Seek the guidance of your professional tax advisors before making any decisions.