Financial Services - , ,
Have you struggled with how to get the biggest bang for your buck? A Financial Strategist advises you on how to maximize the money you already have and delivers custom solutions to fit your personal situation. I use my background in banking, insurance, education and customer relationship building to show you how to research the best solutions for your personal financial needs. I don't advise my clients on investments and portfolios. Instead, I show them how to make smarter decisions with their long-term purchases with insurance, healthcare, long term care, housing, cars, loans, educations and even special occasions! Whether you've struggled to make a decision on which insurance provider to use, which bank offers the best solutions for your financial needs, understanding long term care, or anything else dealing with long-term financial solutions, I'm the person who'll help you understand what to look for, determine what's best for you and get the best deal.I am a HUGE advocate for education, honest communication, trustworthiness and best practices. I listen to your goals and plans, develop multiple win-win strategies for you to choose from and encourage you to make smarter decisions about what's best for you and your family. I won't tell you how to spend or save your money. I'll show, educate, and encourage you to create simple but effective strategies for making your money work for you.
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