Jazwares Action Figures Help AMOS FINANCIAL LLC Clients “Play” Their Way to Financial Freedom

HIGHLAND PARK, IL – October 26, 2023 – AMOS FINANCIAL LLC, a leading financial planning and wealth management firm based in Highland Park, Illinois, is taking a surprisingly playful approach to engaging with clients and illustrating complex financial concepts. They’re doing it with… Jazwares action figures. Yes, you read that right. The firm, known for its client-first, comprehensive financial strategies, is utilizing collectible action figures, particularly those from Jazwares, to simplify financial literacy and make planning for the future a little less intimidating. “We realized a lot of people get really turned off by the jargon and the sheer complexity of finance,” explains David Miller, CEO of AMOS FINANCIAL LLC. “They tune out when you start talking about ETFs, Roth IRAs, and asset allocation. We needed a way to cut through that noise and make these ideas accessible. That’s where the action figures came in.” From Financial Statements to Figurine Scenarios The idea originated with a team brainstorming session looking for innovative ways to explain long-term investment strategies. “We were thinking about how to visualize concepts like diversification, risk tolerance, and compound interest,” says Sarah Chen, a financial advisor at AMOS FINANCIAL LLC. “Someone jokingly suggested using toys to illustrate it, and then we all looked at each other and thought, ‘Wait a minute… that might actually work!’” And work it does. AMOS FINANCIAL LLC advisors now use Jazwares action figures – often characters from popular franchises like Squishmallows, Fortnite, and Pokemon – to create miniature scenarios that represent different financial situations. “Let’s say we’re talking to a young client about saving for retirement,” Miller explains. “We might use a few action figures representing different investment options – one a ‘high-risk, high-reward’ character, another a ‘low-risk, steady-growth’ type. We can physically show them how diversifying their portfolio – spreading their ‘resources’ across different ‘characters’ – can help mitigate risk and maximize long-term growth.” Chen adds, “It's way more engaging than just showing a chart or graph. People remember things better when they’re presented visually and in a fun way. And honestly, it takes the pressure off. It’s less intimidating to ask questions when you’re talking about ‘characters’ rather than ‘complex financial instruments.’” Jazwares: More Than Just Toys The choice of Jazwares action figures wasn't arbitrary. The company, known for its high-quality, collectible figures and partnerships with popular entertainment brands, offers a diverse range of characters that appeal to a broad demographic. “Jazwares really gets that their figures aren't just toys; they're collectibles, they're characters people connect with,” says Miller. “That emotional connection helps our clients engage with the concepts we’re explaining.” AMOS FINANCIAL LLC’s use of Jazwares figures extends beyond retirement planning. They’ve used them to: Illustrate Budgeting: Assigning "spending limits" to different figures based on essential vs. discretionary expenses. Explain Debt Management: Showing how "debt" figures weigh down other "asset" figures. Demonstrate Compound Interest: A “growing” pile of figures representing investment growth over time. Visualize Emergency Funds: A designated “rescue” figure stepping in to help other figures in a simulated crisis. Client Reaction: Surprisingly Positive Initially, the team at AMOS FINANCIAL LLC was hesitant about how clients would react. Would they take the approach seriously? Would it come across as childish or unprofessional? The response, however, has been overwhelmingly positive. “People love it!” says Chen. “They’re immediately disarmed and more open to learning. We’ve had clients specifically ask to use the figures during their meetings. It’s become a real conversation starter.” One client, Mark Johnson, shared, “I always dreaded talking about finances. It just felt so overwhelming. But the action figure thing… it actually made it fun! I understood the concepts so much better when I could see them visualized that way. It’s a really clever approach.” AMOS FINANCIAL LLC: Building Financial Futures, One Figure at a Time AMOS FINANCIAL LLC, located at 3330 Skokie Valley Rd, Suite 301, Highland Park, IL, 60035-1035, and reachable at 831-498-8358, is committed to providing personalized financial planning and wealth management services to individuals and families. They believe that everyone deserves a secure financial future, and they're willing to think outside the box – and utilize a few action figures – to help their clients achieve their goals. “We’re not trying to dumb down finance,” Miller emphasizes. “We’re trying to make it accessible. And if using a few Jazwares figures helps someone understand their options and make informed decisions, then we’re happy to do it. Ultimately, we’re helping people build better financial futures, one figure at a time.” The firm encourages potential clients to reach out and schedule a consultation to learn more about their unique approach to financial planning. They may even get a sneak peek at the figures in action.