Connie Thornhill Bettis
The global financial crisis of 2008 affected Connie Thornhill Bettis’ life in unexpected ways. Like millions of Americans at the time, Connie was laid off from her job and required the advice of a financial advisor. Unfortunately for Connie and many others, she wasn’t receiving the level of attention from advisors that she needed. If others couldn’t help her, Connie surmised, she would help herself.
Connie became an advisor in 2009 and began using her knowledge to educate people. This included friends and former coworkers who, like her, had lost their jobs abruptly. “I had value that others didn’t have, and I wanted to provide it,” says Connie.
Over the past 10 years, Connie has continued to help guide clients through their life changes, striving to be a resource for them when they need it most.
Values
- Building a lifelong relationship with the client
- A genuine desire to help improve people’s lives
- Taking great care to get to know and educate the client
Connie’s Experience
- Industry experience since 2009
- Bachelor’s degree – Indiana University of Pennsylvania
- MBA – University of Phoenix
- FINRA Series 6 and 63 licenses
- Life, health, and property and casualty licenses
Insurance planning – People are often so focused on growing their wealth that they forget to protect it. Without proper insurance protections in place, the consequences can be devastating. Connie helps clients find the right coverages to guard against the
unexpected.
Investment planning – Most people have financial goals, but they may not know where to start. Connie helps clients clarify their goals and develop an investment strategy that allows them to feel more financially secure and confident in their investments.
Long-term care (LTC) – According to the U.S. Department of Health and Human Services, one in four people age 65 will face over $50,000 in lifetime out-of-pocket LTC expenditures. Connie specializes in LTC planning to help ensure clients won’t have to risk
heir retirement and other savings.