I work with families and small business owners to help implement strategies that help them plan for their financial future. Acting as an advisor, my role is to help my clients…1. Understand the tools they're currently using and discuss the pros/cons of those vehicles. 2. Articulate and clarify what they want to see happen in their financial future. 3. Introduce and explain which vehicles they don't currently have that could help connect 1 & 2.
Financial Planning, Consulting, Retirement Planning, Life Insurance, Disability Insurance, Education Planning, Business Succession Planning, Financial Advisor.
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