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GENERATION X & Y

People ages 28-55 years old looking to plan for life's expected and unexpected moments. They wish to create wealth, plan for and achieve their goals

FOUNDERS & ENTREPRENEURS

FOUNDERS & ENTREPRENEURS

They are like-minded, creative individuals who don't have the time, desire and/or knowledge to manage their overall business financial plan

They are like-minded, creative individuals who don't have the time, desire and/or knowledge to manage their overall business financial plan

RESULTS FROM WORKING WITH ME:

• Pay down debt and student loans 

• Increase savings 

• Improve credit score and analyze credit reports 

• Monitor what $ is coming in and going out 

• Record what you own and what you owe 

• Prepare for life events and surprises 

• Keep more fees and taxes in your pockets 

• Understand how markets & investments work 

• Plan for your retirement 

• Protect your loved ones, yourself & property 

• Learn what you don't know or are afraid to ask