As the saying goes, "It takes a village to raise a child." "I believe it takes many quality people in your life to have a successful story." Simone
My story begins in the early 1990s, I was employed in the private sector working in human resources benefits for several corporations. In 2010 I became Life, Accident and Health licensed. The following year in 2011, I became securities licensed. I carry the FINRA Series 6, 63, 65 and Securities Industry Essentials Exam.
Although most of us are saving for retirement, many of us have little knowledge about markets, stocks, bonds, mutual funds, contractions, expansions, 401(k)s, 403(b)s and IRAs. Knowledge is power! The more you know about the key components to a physically and financially healthy life, the more successful your life journey! My goal as I guide you is to help you better understand. Together we will plan. When your goals, family or life changes we will reevaluate and adjust your financial plan to benefit you.
It is a life long commitment to plan for that Special Time -- Retirement.
If you are not planning for your retirement, then who is? Let's start together!