FIRE🔥 Future Financial & Future Planning
6 years in business
Apple Pay, Cash, Credit card, Google Pay, PayPal, Square cash app, Venmo, Zelle
Maintain 6 feet of distance from customers
Wear masks during the job
Wear gloves during the job
Disinfect surfaces touched during the job
Customers rated this pro highly for work quality, professionalism, and responsiveness.
Read reviews that mention:
- What should the customer know about your pricing (e.g., discounts, fees)?
I appreciate the opportunity to earn your trust and business for your financial planning needs. I have worked with all the A rating financial companies and major insurance carriers. As such, I’m able to educate you and shop for the best available benefit options, as well as pricing. I pride myself on maintaining long-term relationships, as most of my clients are referred from other clients and other agents, which should indicate the quality of my work and their satisfaction. Please feel free to review my profiles and reviews.
- Describe a recent project you are fond of. How long did it take?
Its hard to find one among many favorite stories from my work. I helped many families, individual and business owners to plan for their future, protect their family, safety net & have a clear understanding of what lies ahead. However, coaching them on understanding of having multiple sources of income and back up plans and be certain in turbulent times have been very rewarding.