$1.67/min

I Will Give You Advice on Having Your Money Work Efficiently!

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Created 3 years ago in Business / Getting Started
I Will Give You Advice on Having Your Money Work Efficiently!

My entire professional career has been driven by the desire to know that other's future is brighter because of something I contributed. For 20 years I accomplished that as a physical therapist and the past 5 in finance.
In 2021, I earned the RICP (Retirement Income Certified Professional) designation so I could better prepare clients for life after work and ensure income to maintain income with "spoil grandkids" money available. It's not only about accumulation, it's also about efficient distribution of what you've worked so hard to earn.
I will be happy to answer questions pertaining to financial planning (saving, investing, tax efficiency), at any age.

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