In the first episode of our four-part series about our business, Dennis Horr, founder of Faith 401K & Money Management shares the story of how the company began. From growing up on a dairy farm to climbing the corporate ladder, Dennis found his true calling in financial planning with a focus on faith and community.
We’ll talk about how our firm integrates biblical principles into financial advising, emphasizing personalized, client-centered strategies. This episode offers valuable insights into how faith can influence financial success and how Dennis helps clients achieve their retirement dreams. Join us as we explore Dennis's story, his approach to financial planning, and the deeper connections he builds with his clients.
Here’s what we discuss in this episode:
0:00 – Intro
0:45 – What inspired him to be a financial planner
2:40 – What being an advisor means
3:10 – What makes us different
3:38 – Behind the name
5:39 – Most rewarding part of the work
6:20 – What happens in the first meeting
Our website: https://www.401k.faith
Phone: (513) 898-1897
Contact our team: https://www.faith401kmgmt.com/contact_us/
Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/
Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/
Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm
Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/
Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g
Facebook: https://www.facebook.com/profile.php?id=100063561056644
