When you are faced with life-changing transitions, there are usually some important financial decisions that you will have to make during these times of change. Your financial decisions may significantly impact your financial security in the years, decades or generations to come. When you’re making these important financial decisions, you want sound, objective advice from someone who knows you well. Listerhill Financial Services gives you the personalized, local service you deserve.
Talk with our Certified Financial Planners® about ways to take your retirement with you.
Learn if rolling over your money to an IRA is right for you. Your money could continue to grow tax-deferred.
Develop a plan entirely unique to you and your financial situation.
Life insurance is an important part of financially planning ahead.
Working together, we’ll create a plan for pursuing your goals based on your unique needs and concerns.
The process we will follow includes:
We make it our first priority to understand where you are now and your future goals. Once we understand your priorities we'll research and evaluate your alternatives. We will present these to you face to face and explain how our recommendations address your concerns and goals.
People, circumstances and the economy all change. It's important to be sure that any changes are factored into your plan. We will be an active, committed partner in making sure your plan continues to help you pursue your financial goals over time.
Together, we'll help you build your roadmap for the future and pursue your financial goals. The first step is the easiest. You can call Andy Clark at (256) 383.9204 ext 1282 or 1.800.239.6033 ext 1282 for friendly, local assistance.
To get answers to your questions about the app, you can give one of our customer service representatives a call at 800-239-6033
First, you want to download the app from the iTunes or Google Play store. Then you can register your card from your phone. You will need to create a user ID and password and answer security questions.
When you provide information during registration, we verify your identity to validate your account. We only store your security question, security answer, user ID, and password in our system.
Our app supports all of the major US wireless phone carriers, including Sprint, T-Mobile, and Verizon.
We do not charge a fee to use the app, though keep in mind that you might be responsible for charges associated with your phone data usage.