I am a Financial Representative. I have a private practice with a fantastic team. We help individuals, families and businesses with their financial needs by helping identify their goals and dreams and develop a plan to address these needs. We provide a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and needs are being addressed.
Services my team offers:
~Investing
~Financial Planning
~Budgeting
~Goal Savings Plans
~Retirement Planning Life Insurance
~Disability Income Insurance
~Long Term Care Planning
Who we enjoy working with:
~Families
~Skilled Professionals
~Business Owners
~Physicians
~Attorneys
~Nurse Practitioners
Invited by: LaShonda Renea
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Day | Followers | Gain | % Gain |
---|---|---|---|
February 22, 2024 | 36 | 0 | 0.0% |
March 18, 2023 | 36 | 0 | 0.0% |
January 24, 2023 | 36 | -1 | -2.8% |
July 02, 2022 | 37 | -1 | -2.7% |
April 17, 2022 | 38 | +1 | +2.8% |
January 12, 2022 | 37 | +1 | +2.8% |
December 05, 2021 | 36 | +2 | +5.9% |
September 21, 2021 | 34 | +1 | +3.1% |