One of my main strengths is being able to take a subject that people think is very complex and break it down into bite-sized pieces. I always say, “Let’s start where you are and build a financial plan that works for you”!
I cover the following topics:Debt Elimination, Roth IRA vs Traditional IRA, Employer Sponsored Retirement at Work, Rollovers, Annuities & How They Work, Retirement Planning For Business Owners, & Life Insurance
This involves working with a Financial Planner to look at your current and future financial picture and putting a plan in place to help you achieve it. It involves consistent reviews to ensure that your plan keeps up with your life.
Spreading Financial literacy is something I am passionate about. I love speaking about all things related to money and entrepreneurship and can customize content to fit your audience’s needs. Click Link for more information