Goldbook Financial
Joey LeGer - Financial Planner
 
How many years have you been in business?
2 years

What product or service do you offer?
I help business owners, families & individuals achieve financial growth and security through thoughtful and comprehensive planning.
 
What makes your business different, competitive, or unique?
It is my goal is to be a lifetime resource for all, and to provide others with a deep understanding of where they stand in relation to their goals and objectives. I analyze your current financial situation, as well as identify any concerns that need to be addressed, to ultimately find out where you are at now and where you want to be in the future.

What is the nicest thing a customer has ever said about your business?
I have received numerous compliments for taking care of people and their families and making sure they are headed in the right direction to achieve financial security for themselves and their families and/or business.
 
How has your business found value in your membership with the Gilbert Chamber?
I have just joined the Chamber, I'm excited to connect with and grow within the community that I grew up in since I was a child.
 
What Motivates you professionally?
As a financial planner, I’m driven by the opportunity to help clients achieve their financial goals. Whether it’s saving for retirement, buying a home, protecting their family's legacy, or securing their children’s education - all are an extremely rewarding feeling for the client. The intellectual challenge of solving complex financial problems is incredibly rewarding, and I love building long-term relationships based on trust. Ultimately, it’s about making a meaningful impact on people’s lives, continuously learning, and finding solutions that help clients navigate their financial future with confidence that provides me a sense of purpose.

What do you consider to be your greatest success?
My greatest success is passing all of my exams on the first try. They are extremely tough, but I believe that with the correct preparation, you can do anything you set your mind to.
 
Who do you look up to or admire?
I look up to and admire my parents. Both are great examples of just being good people that put others before themselves, which I have tried to emulate.

When you're not working where, in Gilbert, do you spend your time?
With family, the golf course, and spending time with friends. I love to eat at local restaurants here in Gilbert and support small businesses as well!