2008-05-16 fancher financial - about our team info packet2
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F F S
Doing Business
Since1975
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.
Privacy Policy
®
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
®
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.
Privacy Policy
®
Doing Business Since
1975
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
www.fancherfinancialservices.com
®
It has been said that throughout life, there are 3 types of people: "The people that make it
happen," "The people that watch it happen," and "The people that are wondering what's
happening." Since 1975, Richard began setting standards for himself, and helping clients to
set effective goals, do appropriate planning, look to the future with optimism, and then move
to a "make it happen position" for themselves and families future!
As with most other things in life, the key to achieving your long-term financial objectives is plan-
ning. Your goal may be to fund your children’s college education, protect your family during your
working years, or guarantee your own retirement security. These things won’t happen by accident.
It’s important to determine what you’d like to achieve financially and then map out a strategy that
will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it
alone. We are trained professionals who can help you identify your financial needs and then deter-
mine which insurance and financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or
to schedule a meeting. Thank you for your interest.
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
®
®
Richard A. Fancher Profile
Commitment to country, community, and clients, with experience to back it up!
For over 34 years Richard has provided service to clients, one at a time, and "still
believes in house calls.”
Since 1975 Richard A. Fancher, d/b/a, Fancher Financial Services has been involved in the insurance, investment# and financial services business, in the Metropolitan Kansas City Missouri and
Overland Park Kansas area. Listed are some areas of experience as follows:
Mutual funds#, Estate Planning, 401(k) Rollovers, IRA, fixed and variable annuities#, all forms of Life,
Term, Whole Life, Variable Life#, Universal Life, and Individual Health Insurance, Disability and Long Term
Care Insurance.
Business Insurance and funding for: Corporate Stock Redemption Plans, Buy Sell
Agreements, Deferred Compensation Plans, and Group Health Plans, etc. {See "About
Our Team" for additional support questions and team concept.} " Richard was Listed in
Who's Who, 1999-2000 edition for Top Executives and Professionals".
Past Life and Qualifying Member of the Million Dollar Round Table*, and current Member.
LUTCF (Life Underwriters Training Council Fellow)
Life and Health licensed, Group Health Benefit Design
Securities Licensed (FINRA) Series 6, 63 & 22 NYLIFE Securities Inc. (member FINRA/
SIPC).
Vietnam Veteran, United States Coast Guard
Past Owner: Washington DC Consulting Co., Computer Training Co., Property Mgmt. Co.
Former Board Member with one of the fastest growing School Districts in the state of
Kansas for 8 years, where during that tenure was additionally involved as follows:
$100 million of building projects
$40 million a year budget
$100 million in bond issues, and sales
Past Kansas State Senatorial Candidate. Richard A. Fancher d/b/a Fancher Financial Services business provides service and
professional direction for over 1900, individuals and businesses, in and out of the
metropolitan area. Additional state licenses include the States of Missouri & Kansas, and
extend also to the states of Florida, Arizona, California, Indiana, Nevada, Utah and still
growing. Being a series 6, 63 & 22 licensed, FINRA registered representative with NYLIFE
Securities Inc. has helped to broaden our ability to serve clients in many financial areas,
whether Mutual Funds, Tax Deferred Annuities, etc. Being a leader in the insurance and
financial services industry means continually striving for improvement. To keep pace with
clients' needs, FANCHER FINANCIAL SERVICES has access to new products, enhanced
product features, expanded quality service, and pioneered new technologies. Breaking new
ground is part of our tradition. Please use our Web site as a resource, and do not hesitate to
contact us for additional information or to schedule a meeting. Thank you for your interest.
*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.
# Securities offered through NYLIFE Securities LLC. (member FINRA/SIPC).
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/
SIPC). Copyright 2008. All Rights Reserved.
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
®
About Our Team Richard A. Fancher, d/b/a, Fancher Financial Services
Tami S. Duvall, RN, BSN, LUTCF Voluntary Benefits & Worksite Specialist
Medical underwriting Consultant Registered Representative NYLF Securities Corporation, Executive Bonus and Business Insurance Consultant
Shari, Administration/ Claims/ Service, Worksite Coordinator
Suzette, Seminar Design and Coordinator/ Claims/ Service Jennifer, Benefits/ Public Relations/ Service
Erica, Communications/ Service/ Claims Coordinator
Gary, Communications/ Marketing/ Strategic Development
Jordan Gottlieb, BS Economics, Voluntary Benefits & Worksite and Group Health Benefits Design, Estate and Financial Planning
Dawn, Strategic Partnerships, Voluntary & Worksite Benefits
Support Staff / Consultants 401(k) Rollover Support 30 years collectively!! Steve, Office Manager
Dave, Assistant Office Manager
Patty, Alice, Pam, Jackie, Shelly, Jamie, Stephanie, & Caroline
Fancher Financial Services has strategic relationships & partnerships with trusted professionals in the areas of Tax law, Wills, Trusts, Certified Financial Planning, as
well CPA's.
Marketing and Communication Staff Brian K., Hispanic/Interpreter/International Consultant, Masters Degree Kim, Interpreter to Hearing Impaired
34 years
14 years
4 years
2 Years
2 years
10 years
9 years
10 years
7 years
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.
Privacy Policy
Richard A. Fancher Registered Representative
®
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Se-curities LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication
is strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
9 years
10 years
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
Fancher Financial Services, its support team along with their
strategic relationships with other financial professionals (CPAs, Attor-
neys, Certified Financial Planners, Consultants, etc.) are here to help
guide you through the often overwhelming process of creating an
insurance and financial blueprint.
We will work with you to:
1) Review your individual situation and personal objectives. Every family’s financial situation is unique.
That’s why it’s so important to find out as much as we can about you and your financial goals.
The more we know about you, the more precise recommendations we can make and the more we can
help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things
that really matter to you.
2) Analyze and review your needs. As needed, we will work with you to identify and prioritize
your objectives, and then help establish benchmark goals. This is important because we live in a
world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much
at once, or they don't attach specific deadlines to their goals. By breaking down your goals to
specific objectives, you can look at available resources and decide which goals are realistic, which need to be
adjusted and scaled down, and which simply must be abandoned.
3) Develop and implement a strategy to help you achieve your goals. Based on our conversation
and analysis, we can recommend some insurance and financial products that can help you
achieve your financial goals.
4) Coordinate your financial activities. If you would like, we can also coordinate your insurance
and financial activities for you with the other members of your team of financial, tax and legal advisors.
5) Monitor progress and provide ongoing service as your needs and situation change over time.
Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes.
We will work with you over the years to help keep your program on track with your changing needs.
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
®
Support Team
Our Products
We offer a variety of products that can help you meet a number of
insurance and financial goals.
We invite you to read all about the insurance and financial products we can
offer and to contact us for an in-depth discussion of your financial goals.
Life Insurance: Whole Life Term Life
Universal Life Variable Universal Life*
Survivorship Life Asset Preserver
Annuities:
Deferred Annuities Income Annuities
Variable Deferred Annuities* Fixed Interest Deferred Annuities Special Annuities/ Mutual Funds
401K, IRA’s, Rollovers/ Transfers
(traditional & Roth IRA’s) Simple, Sep, Pension, Plans
Other Products:
Disability Income Individual and Group Health
Long Term Care
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Richard A. Fancher DBA Fancher Financial Services is not owned or operated by New York Life or its subsidiaries.
Copyright 2008. All Rights Reserved.
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
®
Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is
strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
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