Aaron Lehman Financial Professional

Let me tell you why I do what I do

When a parent dies especially at a young age, you lose a parent, spouse, and an income.  The latter can be prevented and this is how my career became personal and now I never judge a book by its cover.

It was in the evening of the summer of 2002 and I was new into my financial professional practice when I called a young man who responded to a letter for an appointment and the promise of a free baby spoon. 

The next evening, I drove down a 2 lane country road. I arrived and saw a 2 bedroom house in the country surrounded by corn fields.  After stepping out of my Honda Civic Hatchback, a man stood up wearing a ripped pair of jeans and a white T-shirt with grease on it from his second generation Ford Mustang and shook my hand. He introduced me to his wife who was wearing shorts and a shirt with a zipped up sweater over holding their baby who was wrapped in a thin blanket. Behind them was a swing set with a baby swing.  

Honestly, when I saw their situation, and because I was working in a big financial firm that valued assets over clients,  I really didn’t think I would be able to help them.

The husband looked at me and said, “I am concerned about providing for my young family and don’t know where to start.”  “I have a job that pays the bills and my wife is a stay at home mom.”  At that time I was a young father of a toddler and a baby so I asked “have you thought about what would happen if you no longer were there to provide for them?”  

He said, “I never thought about that”. I proceeded to tell him, “One of the first things I bought when my son was born  was life insurance.  You can buy a $100,000 term life policy for $15.00 a month to protect your wife and daughter”.  then he said, “I am saving money to upgrade the engine and radio on my car and I don’t have the extra money.”  I was thinking that I didn’t have anything to lose since he wasn’t interested so I said, “Will the car be a nice place for your wife and daughter to live in if they cannot pay the rent?”  After thinking about that, he proceeded to buy life insurance.  After delivering the policy I honestly didn’t think of him again because I was trained to look for assets and not the person.  

It was the fall of 2005 and I was outside playing with my kids in the crisp air when I received a call from a young woman crying hysterically.  It took a second and then I realized that it was the wife of the man I sold the life insurance policy to three years ago.  “John died and I do not know what to do.”  The next day I met with her and said “you will be ok financially because of the life insurance”. 2 weeks later delivered a check to his wife and daughter.  

I am happy that I help clients that bigger companies might overlook. Because of situations like this, I will always be independent and value the person, not their assets.

A lot of people are 1 tragedy away from something drastic happening.  I pride myself in being able to explain things in a way that changes the lives of my clients and providing hope instead of despair.

I have spent years helping people reach their goals and I would love to help you.  Please contact me so together, we can achieve your goals and dreams.  

You can also click here to see if you can retire when you want and if you will run out of money after retirement.