Time & Location

Time & Date:
Every Tuesday from 7am until 8:31am

Location:
Paradigm Financial Group, Inc
120 Arrandale Blvd. Exton, PA 19341
Click here for the map

Le Tip Le News

June 2nd, 2009

We welcomed our two new members today, Mark Burkholder, Landscaper & Dieter Enz, Painter.  Congratulations!

Melanie Palubicki, from Aflac , spoke of the importance of insurance.  She had noted quite a few reasons why everyone needs Aflac: Aflac pays even if you don't miss work, pays for out of pocket expenses (like travel), lost income, hospital says pay at least $1000, physical therapy, and best of all the benefits are tax free!  Your policy price does not change and Melanie will make sure you get paid the correct amount, she has even visited her clients in the hospital!  Best of all you do not need a group to qualify, anyone can have Aflac for pennies a day.

Our final speaker was Linda Pittounicos from the Aleva Agency.  Every one of Linda's clients gets her personal attention to make sure you get the right insurance coverage for your auto, home, or business.  She knows the questions to ask, like do you have pet?  What about a recreational vehicle?  Everyone will save money or gain coverage from a new policy with Linda. 

May 26th, 2009

Tuesday morning started slowly since it was the day after long holiday weekend.  We were able to introduce two guests, Noah Cohn who is a General Contractor and Jeff Abramson who works for Talk Fusion.  We also voted in two new members, Dieter Enz Painting Contractor & Mark Burkholder, our new Landscape Contractor.

Dave Johnson from Hounddog Hardwood Flooring spoke of the benefits of hardwood floors instead of carpet.  His points were: lifetime product, scuffs & scratches are easily fixed, more sanitary, and is more beautiful!  Dave will install the product you have already purchased or help you to purchase.  Amazingly enough hardwood is only about 50% more expensive than carpet but will last many many years longer.  He makes sure there are no squeaks in the final fit and gives you a 1 year warranty on his work.  He can also retrofit staircases and match old flooring if there is only a small section that is damaged.

Marco De Girolamo is our group's Master Electrician.  He is highly experience with troubleshooting all types of electrical systems & is licensed to do so.  Marco's typical jobs include adding outlets, upgrading your service, adding telephone, TV, or data cable.  He will also do work in both commercial or residential locations.

Congratulations to our new members!

May 19th, 2009

We had 3 guests again today:
Mark Burkholder, Landscaper
Greg Whiteman, General Contractor
Rick Mantz, Training & Development

...and perfect attendance from the members!  Great!

Gary Siano from Next Financial
was our pinch hitter today and filled our missing speaker spot.  He explained his fees and costs to work with a financial planner.  He went over the uses of Variable Annuities, American Funds, and WRAP Accounts.

Scott Darling from Remax was our second speaker.  He goes over every step of buying a house with his clients before it ever happens.  Scott usually only needs to show his clients 5 houses to find his clients the right one, this is because he listens to his clients and knows the area very very well.  Typically his buyers also get 85-90% of what they originally wanted in a home.  Don't forget about the first time homebuyer credit, it can now be used as an $8000 down payment on the house purchase.

Name that member: who is a Mountain Climber that is a member of the "High Pointers Club" and also needle points?  Answer here .

May 12, 2009


We had 3 guests today!

Mark Burkholder, Landscaper
Dieter Enz, Painter
Pete Scotty, Wellness

Our first speaker of the day was Craig Constable .  He spoke of the differences between term and whole life insurance, stating the benefits of each.  Permanent life insurance allows you to get your money back and is not a gamble like term.  One benefit of term is that it can be converted to permanent, or whole life insurance.  Here was Craig's poem:

Now I lay me down to snore,
Insured for several thousand more.
If I die before I wake,
My wife will get her first real break.
But should I live for 20 years,
My wife and I need shed no tears.
We can retire and fish and rest,
Back comes my money with interest.
In our old age we can keep our house,
And not live with our daughter’s spouse.
So, thank God for the real endurance,
Of the person who sold me life insurance!
--Author Unknown

Michael Cosgrove was our second speaker.  He reminded us that he brings a ladder to every cleaning job he does...leaving every nook and cranny completely clean.  He also looks for potential problems, for example in showers.  He brings a tube of caulk for your bathtub to make sure it does not leak.  This time of year is good for Michael to clean windows, clean screens & pressure washing.  He also gave us the skinny on vacuums, and let us know that they are not all the same!

Visitations are due on the 19th & Lunch Bunch is at Victory Brewing in Downingtown, Wednesday at 11:30. 

March 3rd, 2008

A very very cold brisk morning brought all our members in for some warm leads!

Our gust Chad McGovern from Brandywine Mergers & Acuisitions helps owners to sell their companies and develop exit plans.

Our speakers started with Bridget Hanley from Little Conestoga Pitcure Framing explaining how being an educated professional makes for a happier client because she knows what to use, when to use it , and why.

Dave Johnson, a specialist with hardwood flooring explained his pricing system and how he applies this to the smallest of jobs.  His familiarity with his trade makes him an expert from repairs to complete installations.

Our group is focusing on two new member groups, a Dentist and also a Jeweler.  There is an extra reward for any member bringing them in!

Our elections are also shaping up!

Sue Bullock is working on a document that we can hand to our prospective clients.  This will help to generate leads!

The first Tuesday of every month is also Fiver Day...That means members are rewarded for bringing guests in the previous month.

Random Member!

Dave Kozak - Financial Advisor

Dave Kozak - Financial Advisor
Elite Collegiate Planning, LLC
Managing Partner at Paradigm Financial Group, Inc.

LeTip Member Since November 2013
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
https://pfgiusa.com
http://www.elitecollegiateplanning.com
Send Dave an Email

As the founder of Elite Collegiate Planning and a managing partner at Paradigm Financial Group, Inc., Dave Kozak works with hundreds of families across the country to redefine what money means to them.

Read more ...

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