Agency Vice President
CurrentHelping the people who help us daily is the goal of Appreciation Financial. We serve those in our community who serve us -- teachers, health professionals, municipal workers, and more. When asked what we do for a living, the answer is easy: "I help people make, save, and protect their money."- As district-approved vendors in multiple Central Florida counties, my team has restricted access to help school employees set aside funds for retirement in tax-deferred accounts or by using tax-free retirement strategies.- When municipal workers need guidance on how to plan their pension choices or deciding where/when to roll retirements accounts, we can help them maximize their income for a stress-free financial plan.- When a friend, family (or a friendly stranger!) buys a new home, has a child, changes employers, gets married/divorced, or nears retirement, we gladly sit down with them and review their options to protect those they love and best utilize their budget and time horizon.I am currently looking for responsible, driven, high-character individuals who share in our values, and can help Appreciation Financial expand in Florida and other growing US markets. We currently have offices from Seattle to Fort Lauderdale, and are one of the fastest-growing organizations in our industry. If you would like to find out why, contact me for more information.DNorton@appreciationfinancial.com
