South Beach, Florida, United States
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What do you love most about your job?
Seeing people grow and reach their potential in their career and finances. Learning more about human nature. I get to choose how what where when and with whom I work!
What inspired you to start your own business?
The desire to make the world a better place by helping people excel by expressing their very best self
Why should our clients choose you?
I give 110% and will be with you all the way. As life changes so do financial planning needs. So we have a review at least once a year
Can you provide your services online or remotely? If so, please add details.
Yes. I work with clients across the US. We work by phone and video conference. There is really no need to meet in person but I am happy to do so if we live in the same area.
What changes have you made to keep your customers safe from Covid-19?
I transitioned to working remotely unless we live in the same area. Then we can meet in an outside venue.
Financial Advocate for Tax free Income
Financial planning to leverage long term savings with tax advantaged cash liquidity