Personal Information
Organização/Local de trabalho
Greenville, South Carolina
Cargo
Retirement Planner, Financial Planner, Social Security Advisor
Sobre
Performance and results oriented person that is skilled at balancing performance and client satisfaction. I also possess the ability to LISTEN, as well as the ability to adapt, be creative and resolute when faced with retirement planning challenges. I have the ability to work with different pre- retired, retired personel to deliver desired outcomes and solutions to secure their future income for the rest of their lives. I am also able to work independently and/ or with fellow financial advisors to build a present and future retirement plan for anyone.
Specialties
Retirement Income Planning(Safe Money Millionaire), Estate Planning, Wealth Transfers(Lazy Money), Senior Healthcare, Life, A
Marcadores
safe money retirement planning
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Apresentações
(1)Personal Information
Organização/Local de trabalho
Greenville, South Carolina
Cargo
Retirement Planner, Financial Planner, Social Security Advisor
Sobre
Performance and results oriented person that is skilled at balancing performance and client satisfaction. I also possess the ability to LISTEN, as well as the ability to adapt, be creative and resolute when faced with retirement planning challenges. I have the ability to work with different pre- retired, retired personel to deliver desired outcomes and solutions to secure their future income for the rest of their lives. I am also able to work independently and/ or with fellow financial advisors to build a present and future retirement plan for anyone.
Specialties
Retirement Income Planning(Safe Money Millionaire), Estate Planning, Wealth Transfers(Lazy Money), Senior Healthcare, Life, A
Marcadores
safe money retirement planning
Ver mais