I will help implement a business or insurance plan for you or your business

About:

Do you have questions about your personal financial plan, your business's plans, or individual/group benefits coverage? The world of finance can tend to be tedious, complex, and costly if not traversed correctly.

I have more than a decade of training in finance, accounting, individual financial planning, business planning, insurance benefits, and even HR functions, payroll, and bookkeeping. Let my experience and expertise work for you without the hassle of being sold insurance or investments by an insurance salesman.

If it pertains to health insurance or your benefits package at work, I can help. 

If it pertains to your personal budget or your long term financial well-being, I can help

If it pertains to money, your personal welfare, or your business's functionality, I can help. 


Let's get to work!

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