To implement Safe Money Strategies that keep each client from losing any money. Create an emergency fund and protect the clients Family, assets, and futures.
This is accomplished with a multitude of products that measure, time, interest, taxes, fee's, and outcomes to produce Financial Independence.
Setting up and caring for the financial well being of clients. Preparing them to reach financial independence by controlling debt and achieving wealth at the same time. Providing organization, coaching and action plans that guide the client daily.
Payment method
all major credit cards, check, debit, insurance
Location
Please call or txt 954-868-4434. I will respond with in 24 hours
Amenities
We have software that will provide an action plan for you to achieve your goals. It is provided free when you do business with us. OR we can provide it at cost.
Accreditation
Licensed Insurance Agent
Associations
State of Florida
State of Ohio
State of Michigan
NAIFA
and more