Crystal Roseman on Clubhouse

Bio

Licensed Financial Advisor | Financial Planner | Providing wealth building strategy | Tax Reduction Strategy Implementation

Come up cousin | Eyl | Red Panda | Secure The Bag | lover of learning | moving the culture forward

📍Dallas, Tx
💰ELS Vision Wealth Management
🗓Book appointment
@ Calendly.com/crystal-roseman
📧 [email protected]
☎️ 817-845-6737
💵 Wealth builder
❤️ Lover of educating people about their finances

Most people need to have a financial professional who they can go to open investment accounts such as IRAs and 401ks and managing those accounts. I can set up the right type of account to help you save and grow your money.

Financial planning is very important because it’s a financial blueprint that helps you map out where you are going and how you are going to get there. You can say you want to end up as a millionaire but without a plan it’s just a wish. You need someone with the tools and knowledge to put a plan together and help you implement it.

I’m available for a free consultation so book an appointment, send me an email or give me a call!

I help with all of the following plus more:
💵 Savings and investing
📕 Financial planning
👩🏾‍🎓 College savings
📊 401k and IRAs
👨‍👩‍👧‍👦 Life insurance
🏢 Business (setting up benefits like 401ks, IRAs, Life insurance)