FROM HEALTH CARE TO WEALTH CARE
FROM HEALTH CARE TO WEALTH CARE
Extensive Experience: Over 30 years in healthcare and financial services.
Cultural Competence: Tailored advice with an understanding of diverse backgrounds.
Proven Track Record: A history of community involvement and successful client outcomes.
- Cultural Competence: Tailored advice with an understanding of diverse backgrounds.
- Proven Track Record: A history of community involvement and successful client outcomes.
Nathan Ekpo brings over two decades of financial expertise, particularly in the healthcare sector, where he has mastered the art of optimizing financial operations and driving sustainable growth. As a Chief Financial Officer, Nathan combines his strategic foresight with a deep understanding of personal finance and estate planning to empower families to build and protect generational wealth. His personalized approach to financial planning ensures that each client’s unique needs are met with tailored strategies. Nathan’s dual expertise in corporate and personal finance positions him as the ideal partner for those looking to secure their financial future and achieve lasting success, both organizationally and personally.
With over 30 years as a seasoned Registered Nurse and 20 years as a healthcare business owner, Joy Ekpo bridges the worlds of healthcare and finance like no other. Her unique journey fuels her passion for empowering healthcare professionals with financial literacy and freedom. Joy’s mission extends beyond personal success; she is dedicated to nurturing the well-being of families and colleagues, guiding them towards financial autonomy and leaving a lasting legacy. Joy’s blend of patience, dedication, and deep understanding of healthcare makes her the perfect guide for those seeking to transition from health care to wealth care, ensuring long-term stability and peace of mind for generations to come.
Nathan Ekpo brings over two decades of financial expertise, particularly in the healthcare sector, where he has mastered the art of optimizing financial operations and driving sustainable growth. As a Chief Financial Officer, Nathan combines his strategic foresight with a deep understanding of personal finance and estate planning to empower families to build and protect generational wealth. His personalized approach to financial planning ensures that each client’s unique needs are met with tailored strategies. Nathan’s dual expertise in corporate and personal finance positions him as the ideal partner for those looking to secure their financial future and achieve lasting success, both organizationally and personally.
Dr. Lisa Monroe
San Francisco, CA
Micheal Thompson
Nurse Practitioner, Raleigh, NC
Dr. Lisa Monroe
Pediatrician, San Francisco, CA
Michael Thompson
Nurse Practitioner, Raleigh, NC
What services do you offer?
J&N Financial Services offers a variety of services including Life Insurance (Term, Indexed Universal Life, Whole Life), Retirement Planning (401k and 403b rollovers), Annuities (Fixed Indexed Annuities), and Education Planning (Child policies and living benefits).
How does the consultation process work?
The document does not provide specific details about the consultation process. It may involve an initial meeting to discuss your needs and goals, followed by a tailored plan of action based on your circumstances.
What should i prepare for the meeting?
While the document doesn’t specify what to prepare, it’s typically advisable to gather any relevant financial documents, a list of financial goals, and any questions you may have to ensure a productive consultation..