I love making finances fun! I am told my compassionate and genuine, warm-hearted nature is what my clients love most about me! After watching my mom lose half of her 401 (k) in 2008, delaying retirement for 6-7 years with half the money she planned…I, like many of you, figured I would just have to work every day the rest of my life.Fortunately, I was invited to a Money 101 class where I found HOPE! I am now delighted to be partnered with such a high integrity organization and I am passionate about educating and empowering people ~ especially women ~ to find financial freedom on their terms.I enjoy educating my clients to achieve financial success. From business owners to business executives, from young families to successful singles, I love creating plans to help clients reach their financial goals. With an accounting and training background, my clients feel at ease as they are gently guided throughout the learning process to Anchor their financial future.Whether you want to take control of your finances or are interested in a career helping others achieve their financial dreams, let’s get together! Let’s schedule a 1-1 Connection: https://bit.ly/ZoomWNicole Creating Opportunities... Income...Security... Wealth Living Benefits Expert Lifestyle Protection and Income for Life Tax Reduction Strategies Retirement Savings Preservation and Accumulation Distribution and Legacy Planning Family and Asset Protection Estate Preservation
Listed skills include Retirement Planning, Retirement, Small Business, Wealth, and 46 others.