Sarah Mathis on Clubhouse

Bio

Background
Emory University
2004 BSN RN
2009 MSN NP-C
Financial Coach/Licensed Broker Series 6, 63, 26
Life insurance


I am a VP of a financial service firm and our goal is to help you reach your savings goals while providing the highest-quality customer experience. We have investment plans for everyone. No client to big or small. Our goals-based investing approach helps families and businesses:

*Establish an emergency fund
*Invest for the long term
*Utilize quality asset managers
*Generate retirement income

We partner with some of the most recognizable investment companies in the industry. Our strategic partners include AIG, American Century Investments, American Funds, Brighthouse Financial, Cuna Mutual, Equitable, Fidelity, Franklin Templeton, Horizon Investments, Invesco, Lincoln Financial, Lockwood Advisors, Meeder, Morningstar, Sage and Voya, among others.

I am also expanding through the USA and looking for individuals who want to be a broker. If you are not licensed my company will pay for all licenses if qualified.