Quick question: How much do you have in your savings account? How much debt do you carry? What’s your plan for paying it off? What’s your plan for retirement savings? Are you using the best kind of account to fit your plan?
We work hard to provide for the ones we love and to enjoy the things that matter most to us. What if I told you there was something, typically inexpensive, that could protect everything you work so hard for?
As a business transformation consultant, I help financial advisory firms evolve by designing and implementing a multi-year plan that targets realistic growth goals and completion of staff and business improvements.