Each month, Mocha Biz Loudoun selects a business to be recognized on our web site and social media pages. It gives our patrons an opportunity to get to know our member businesses a little better and gives the business an opportunity to share their story. This month, our spotlight is on Jackson Sams Wealth Strategies and owner Pamela Sams.
Mocha Biz Loudoun: Ms. Sams, Tell us about your background and your decision to start Jackson Sams Wealth Strategies
Pamela Sams: Growing up in a family of eight, I often saw my mother and father struggle to make ends meet. Money was a necessity. I quickly realized that it impacted our quality of life, so I began to study all I could about personal finance. When my father passed away, my mother had a very hard time organizing her assets. Her resources were limited, and she simply wasn’t ready to function financially without my father’s guidance. It was at that moment that I decided to dedicate my career to women like my mother – women who just need a little support to get their feet underneath them and on a path to financial independence.
MBL: What is your most popular service?
Pamela Sams: Financial Planning and Wealth Management Services
MBL: Who can benefit the most from your Financial Planning and Wealth Management Services?
Pamela Sams: Women who want to build the wealth they need to live their dreams.
MBL: Give us an example of how you ‘Wow’ your customers
Pamela Sams: We utilize Financial Life Planning in our office, a system that puts the needs and desires of our clients first and focuses on not only financial well-being, but life satisfaction. We aren’t your average financial advisors. We’ll discuss both your financial and life goals, and figure out how to successfully transition you from one phase of life to another – on your own terms. Your priorities are our priorities. Your values are our values. We ask what brings meaning to your life. We aren’t advisors who are going to show you how to use your life to make money – we’re advisors who are going to show you how to use your money to make a life.
MBL: We can see why your tag line is: Guiding Your Path to Financial Independence. Are there any additional resources you’d like to share with our readers?
Pamela Sams: Yes, I have an article that will help you uncover whether you’re living in financial reality or financial fantasy. Click here to read Pam’s article.
About Pamela J. Sams, CRPC
Pamela has been helping women and their families improve their personal and financial wealth through good financial planning for the past 15 years. She is a Financial Advisor with Jackson Sams Wealth Strategies and her office is in Herndon, VA. She is an investment advisor representative and offers securities and advisory services through Voya Financial Advisors. Jackson Sams Wealth Strategies is not a subsidiary of, nor controlled by Voya Financial Advisors.
You may contact Pamela at 703-547-8682, online at www.jacksonsams.com or by email: Pamela@JacksonSams.com.
Visit Pamela’s Mocha Biz Listing