Accounts Manager/ Client Services (Licensed Insurance Agent) at Arbor Mutual Wealth Management - Austin, TX, us
Helping you become Financially Fit, so you can live a Fearless Retirement.Most of us know in order to live a long, happy life, we need to take care of our bodies. Eating right, exercising when we can and getting regular check-ups with our doctors help us achieve a healthy lifestyle. That ‘getting fit‘ philosophy also applies to our finances. Investing appropriately, having the proper coverage and meeting with a financial advisor regularly, helps our finances stay fit and allows us to live a long, happy life to and through retirement.Being proactive vs reactive with your finances.By being proactive with your finances, we help remove any anxieties that might come with a volatile market or unforeseen event. Much like living a healthy lifestyle, we encourage getting your financial ‘vitals' checked regularly.