My Services
01.
Education is at the core of financial confidence. We offer workshops and webinar of relevance to people of all ages and at all life and career stages. We work with you to select a customized combination of workshops that are suited to the needs of your business and its associates.
02.
I partner with seasoned financial professionals and facilitate connections to provide expertise in comprehensive financial planning, wills and estate planning, life insurance, long-term care needs, disability income insurance, wealth management, retirement planning strategies, education funding, and business succession planning.
03.
I am a licensed Insurance Broker in Life, Accident & Health and Fixed Annuities. This enables me to directly assist women and their loved ones in identifying protection solutions that align with their priorities and goals.
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