Jolly Francisco on Clubhouse

Bio

I help Families and Business Owners in many ways: 💁‍♀️

🥇I create a Needs - Based Financial Strategies and meet their goals.

👵🏻👴🏻I help prepare their Golden Years and set up a Retirement Strategy and a Private Pension Plan.

💼Business Strategies for “ee” & “er’s”. Business Continuation Program, Executive Compensation.

⛱Insurance Protection, Disability, Long Term Care Insurance.

🗽To preserve the legacy and to avoid Estate Taxes - programs like Charitable Strategies & Trust, Life Insurance Trust, and Wealth Replacement Trust

💸I can also build your business with us. with my Serial Entrepreneur Mentor - John C. Shin, The Exe. Producer of Think & Grow Rich the Movie.

Do you know anyone that needs my services?