Our Approach
At Jolet Financial we are committed to our clients and deeply value the communication that takes place between them and our agents. Therefore, our approach is strongly based on listening first. That way we can gain a comprehensive understanding of our clients needs and concerns before diving into the on-boarding process.
After listening to and learning about our clients we will begin to build the foundation of your new plan by asking engaging questions that will help us narrow down and determine the best course of action for your specific situation.
We specialize in creating a multi-layered tactic to retirement by examining your financial situation, your health, and life coverage. By partnering and collaborating with you throughout our relationship we hope to prepare you for a successful retirement and life.
To get a more in-depth look at our multi-layered tactic head on over to our services page to get a better idea of what you can expect when working with Jolet Financial.
— Our Values —
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Integrity
At Jolet Financial we understand that when clients choose to work with us they are placing their trust in our company and our individual agents, we do not take this lightly. Therefore, integrity is of the utmost importance when it comes to our team members and how we support and interact with each of our clients throughout the entire process of finding the best fit for you.
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Client Commitment
When you choose to work with Jolet Financial you can rest assured that, as our client, your needs and concerns will always be at the forefront of our minds. We are committed to listening to our clients every step of the way to ensure that we arrive at a conclusion that is satisfying for our clients, allowing for them to feel both excited and at peace with what their future holds for them.
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Collaboration
Our team believes that there is no “one size fits all” when it comes to our clients. We understand that while we are the experts when it comes to retirement and different life insurance needs, you are the expert of your own life and know what you need best. That’s why we highly value the communication that takes place between our agents and clients knowing that the collaboration of both parties will bring about the most desirable results for all.
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Transparency
As our client you can expect professionalism, timely responses, and clear communication. When it comes to complex business concepts and insurance jargon you can count on your agent to break down and relay information to you in a way that is efficient and easy to understand, allowing you to be able to make the best decision for you and your family when it comes to planning for the future.
Testimonials —
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“Jolet F. made me feel relaxed and also excited for what the future holds for my family and I.”
Jamie Kokot
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“Working with Jolet Financial has been a breeze, truly one of the best companies I have had the pleasure of working with.”
Brittney Zelasco
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"The specialists at Jolet are easy to work with and very knowledgeable at what they do."
Lee Channing
Frequently Asked Questions
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You can expect a response time one to three business days before one of our retirement specialists will reach out to you to set up a meeting.
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Once you have reached out and expressed your interest in moving forward with Jolet Financial you will be connected with one of our retirement specialists. You can expect the next few steps to look similar to this..
1) You will receive a response to the contact form that you had previously filled out.
2) You can set up a time for a call with your retirement specialist, if you have not already done so.
3) You get to speak with your specialist via phone call. Here you will explain what you are looking for and what your main needs and concerns are. Your specialist will ask engaging questions to help gauge what services will be best for your situation.
4) Your retirement specialist will take what they have learned from your call and begin to create a customized plan and set up a time for a zoom call with you.
5) You will be able to meet with your retirement specialist, face to face, via zoom call. You will then discuss and review the unique plan your specialist has made for you.
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You can request a quote by heading over to our contact page and sending us an email explaining what you are interested in and looking for. You can find links to our contact page at the top or bottom of each page you visit throughout our website.
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The main difference is that, here at Jolet Financial, we understand that each of our clients are unique individuals who all live diverse lives. Meaning that every client’s needs will look different from one another. Therefore, we focus on analyzing our clients needs first and then building a customized plan for that person. Instead of trying to force pre-made plans to work for clients, like some companies do, we make our plans specifically tailored to each individual client for maximum success.