FAQs
- What types of customers have you worked with?
Help clients figure out their life goals and create a platform of getting there. Help save money for clients and develop tax saving strategies. Help with: Personal Financial Strategy 401K Retirement and Tax Strategies Money Management Savings Portfolio building Life Insurance Annuities
- What advice would you give a customer looking to hire a provider in your area of work?
Always get a blueprint strategy done as early as possible. There is going to be a Financial Tsunami with the current economy and it's mandatory to plan now. I believe "procrastination is the mother of all failures." The best way to get something done is to begin.