FUTURE SESSIONS

MAY 20 - VIC MCCOOL, PRESIDENT OF MCCOOL FINANCIAL GROUP & BBJ FINANCIAL ADVISOR

"FINANCIAL ISSUES IN TRANSITION"

Vic McCool (314-839-2700), email: victorw.mccool@lpl.com
- I entered the Financial Services industry in 1996 in Wichita, KS after six years working as a claims adjuster. I worked for two large firms (Prudential Securities and AG Edwards), one smaller firm (H&R Block Financial Services) and a brief stint at a bank. All of those firms were purchased by larger corporations. In 2009 I took my practice independent with the idea of not only helping clients develop and maintain a financial plan but to do so without any type of corporate agenda dictating which products are used. As an independent, I have the ability to access many different products and strategies previously unavailable and my success is now completely aligned with the success of my clients. My main focus is to create retirement plans that cannot be outlived and to make sure that life-changing events (such as job losses) do not destroy the end plan.

I currently reside in Florissant with my 6 year-old daughter and 5 year-old son. I also have a 21 year-old son living in the Kansas City Area. I am looking forward to the opportunity to help BBJ members avoid many of the financial mistakes I have witnessed over my career while navigating a period of job transition.

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