Business Description
Click on the 'About' section or visit www.centerpointstewardship.com/rmilliken to learn the ways I can help you achieve financial freedom. Contact me at 740-816-0910 / rmilliken@centerpointstewardship.com to schedule a FREE consulation.
With more than 13 years experience in the financial industry, I have committed to providing you with the essential tools to achieve financial independence. I have also been a Certified Savings Coach with the Saving Without Sacrifice System for more than 4 years. As a husband, father, speaker, author and small business owner, I draw on my own personal experiences as I work with you to create your personal financial plan. My practical tips, professional advice and personal approach will inspire and motivate you to take steps to improve your financial stewardship.
Call me for a FREE consultation at no obligation to you. During this initial consultation, we will review your current financial situation, discuss your goals and make plans to take you from where you are now to where you want to go in any and all areas of your finances.
The services I provide include, but are not limited to:
Planning for the Future; College, Retirement, etc.
Insurance; Health, Life, Disability, Long Term Care
Investments
The Saving Without Sacrifice Process
Map & Directions
GENERAL GUIDANCE FOR CUSTOMERS
Inspecting a Business Before Making a Call
Look at reviews and ratings: Look at the reviews and ratings provided by other customers to gauge the reputation and reliability of the business. Check Contact Details: Double-check the contact details such as phone numbers and email addresses. Check the official website for more details. Verify Location: Double-check the business location using the Google map provided.
Ensuring Communication
Operating Hours: Check the business's operating hours to make sure they are open when you call. Be aware of any holidays or special closures. Secondary Contact Methods: If the main phone number isn’t working, try contacting them through email or social media.
Securing Your Personal Privacy
Protect Your Personal Data: Do not share personal information such as your social security number, credit card details, or passwords over the phone or email. Confirm Identity: Ensure that the person you are speaking with is a legitimate representative of the business. Ask for their name and position and verify it on the official website. Before proceeding with any legal matters, consider understanding local $stateName state laws. It is also advisable to speak with an accredited privacy lawyer to ensure compliance and to secure your rights and interests. You can find more information here by finding an accredited privacy law advisor.
Environmental and Operational Objectives
Weather Conditions: Look at the weather forecast for the area before you visit. Confirm Operational Hours: Make sure the business is open on your planned visit day, including any public holidays.
Reporting Issues or Controversies
Handling Disputes: If you face any legal issues or disputes, keep a record and consult with a legal expert. Consider reporting the issue to consumer protection agencies. Address Listing Errors: If you notice a business is closed or has incorrect contact details, inform us. Use this form to report the issue: Contact Us Form
Judging Firms
Post a Review: If you want to review a business, share your experience on the specific business's Facebook page or Google Local Business listing. This helps others in making informed decisions.