Meet Tom West and Arvette Reid: Part 1

Lifecare Affordability Planning – Episode 1 – Summary Document

Episode 1 – Meet Tom West and Arvette Reid: Part 1

In this debut episode of the Lifecare Affordability Planning Podcast, you will meet Tom West and Arvette Reid of Signature Estate & Investment Advisors (SEIA). Tom and Arvette explain how they help families navigate the intersections of healthcare, family, psychology, and money in this heartfelt discussion.

In this episode, you will learn:

  • About the paths that led Tom and Arvette to work in financial services
  • What gap in traditional financial planning is now being filled by SEIA’s Lifecare Affordability Planning™ service
  • About the purpose and agenda of Lifecare Affordability Planning™ 
  • Who an ideal client is for SEIA’s services
  • How SEIA acquires new clients

Resources:
SEIA

Click below to tune in now and meet your new podcast hosts, Tom and Arvette!

Click here to read the full podcast transcript.

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