Meeting with individuals and family’s to discuss how they want their future to look and protecting that in the most tax efficient way.-Risk Management: Protections such as life insurance, disability insurance, and long term care options to ensure the client’s life stays on track with no setbacks.-Wealth Accumulation/Management: Learning the client’s risk tolerance, time horizon, and showing what options are best for their situation.-Children’s Savings: Saving for college, starting their own business, or gifting them funds once they become of age. -Retirement Planning: Shaping the client’s ideal retirement age and painting the picture of what they want to be doing. Analyzing if the client is on track for the retirement they want to be living with the lowest tax impacts.-Business Planning: Helping businesses set their benefits. Protecting the business from all setbacks both major and minor.

Retails sales associate duties included:-Customer service-Customer satisfaction-Knowledge of various vitamins and minerals-Stocking shelves-Improving store performance-Cash handling and register duties-Beating previous daily, weekly, and monthly goals

Unloaded daily shipment trucks and sorted boxes for coworkers to put products in correct spots.

Concert security.