Taubman Financial Management

All aboard the reset train! 🚂💨💨💨

A few photos from Symmetry Financial Group Advanced Markets Bootcamps last week. It's always great to catch up with other agents in person. As a lot of you know, I've been a financial advisor for - let's just say a long time now. And I'm impressed by the constant innovations Quilty and Symmetry are making to the tools we have access to- making it easier for us to provide custom solutions for each of our clients and their needs.

A few pics from last week's Advanced Markets Bootcamp in Phoenix. Thank you Symmetry Financial Group for putting on this event - I've been a financial advisor for let's just say a while now and I'm impressed with how Quility and Symmetry are advancing systems to make these products more customizable and easier to get our clients into!

Happy Thanksgiving from Taubman Financial Management! 🦃🍁
Today, we’re especially grateful for our clients, partners, and community who trust us to build a stronger financial future for themselves and their loved ones.

May your holiday be filled with gratitude, joy, and time spent with the people who matter most.
Thank you for being part of our extended family — we’re honored to serve you.

Wishing you a wonderful and abundant Thanksgiving! 🧡

What a great event! Symmetry Financial Group's Fall Tour stop in Phoenix on Friday was incredible! We had some very moving panels and brilliant leaders Jacob Pogue, Brian Delaney, Jamie Soucy, Dylan Crane and more. I'm grateful to have been asked to speak on one of these panels with so many fantastic agency owners out there. Let's keep growing!

Join me tomorrow night along side The Delaney Agency, Jamie Soucy Nenaber, Jasmine Shill and others at Symmetry Fall Tour in Phoenix! This is a great opportunity for anyone who wants to learn about what we do and how they can changes their lives and grow their careers. Don't miss this! More details here: https://www.quilityevents.com/event/2afc3d2a-ae8d-4145-94a5-82b13261d053/summary?rt=XDJhMOdXn0ij2lAB6q9B4A&utm_campaign=symmetry-fall-tour-2025&utm_medium=landing-page&utm_source=hq

Yes we are!

“We are building something different.”

I'm evolving - and excited to share the news! After many years serving clients as Innovative Financial Management, I'm excited to announce that my agency is now Taubman Financial Management. The name reflects my personal commitment to continue to help clients plan, build and protect a legacy of their own and hire agents who want to help others do the same. New name, same mission.

For more info, check out my website! www.taubmanfinancial.com

This was a great call! If you missed it, check it out on Soundcloud "No Lead Left Behind" Meron Financial Agency Ian Graham Agency, LLC Kemboi Financial Agency

Team Tugboat representing on today's National Call! 🚤💪

Kip and Scott are two of our team's incredible Subject Matter Experts (SMEs) when it comes to helping people GET OUT OF DEBT FASTER and securing their financial futures.

Grateful for the combined years of knowledge and expertise each of these 4 leaders brings to our SFG1 Master Agency and the entire organization 🙏

Kemboi Financial Agency Meron Financial Agency Ian Graham Agency, LLC Scott Taubman

The Delaney Agency Symmetry agents! This year I started a Reset Training Program for agents to learn how to create your own ROI magic. This week we'll be talking about a very important topic that's key to your success: how to avoid no-shows.

Think about it – in the transition conversation, you have generated and confirmed interest in either managing and eliminating debt (DFL) or making the client’s retirement more comfortable and assured. The client should be chomping at the bit to talk with the SME. They want and need that information!

So why don’t they show? We'll be talking about this and more. Join us and learn how to get your Resets to show up so you can help them with their financial future. This Thursday, Oct 9 1pm EST. DM me for the meeting link!

I had such a great time with all these wonderful agents at our Phoenix Bootcamp last Saturday! Thank you to all who came and especially those who listened to my talk on resets. You know where to find me if you have any questions!