Tenacious, Experienced, Knowledgeable, Proactive. I am a Dignity Planning Agent at FEG with a Physical Therapy background who partners, educates and advocates for clients so they live in dignity and financial security. I like to work with proactive, “take charge” professionals who care to do right by their spouse, children, business partners, employees, eliminate financial stresses brought by the unexpected and continue caring for those who matter even when they no longer can. Proper financial planning and adequate resources make a huge difference in living a life of dignity now and for the long term. Problems I solve: • Did you recently buy a new home, get married or have a new child/grandchildren? When was the last time you’ve reviewed your life insurance with a professional?• Are you retiring soon? Is the stock market keeping you up at night? Do you have nonperforming assets? • Do you have something that will help pay your bills, home if you/spouse get seriously sick and can’t work indefinitely?• Do you know what will happen to your business if you suddenly get sick or die? Who will take over your business when you get incapacitated, retire, or pass away suddenly? Do you have a business continuation plan?• Would you like to pass on assets to your heirs without paying taxes? Is leaving behind a legacy important to you? • Do you keep your options open with regards to opportunities for extra income? Or are you tired of what you are doing and looking for a change in career in an industry that's meaningful and impactful? *** I recently helped a proactive, motivated health professional (dentist) start protecting her assets, her business as well as her family should she get sick and can't work. I showed her how her premiums can be deducted in her corporate taxes, while ensuring she has money for new dental equipment, and cash flow during emergencies such as the covid19 pandemic. From another happy client: "Sheilla is a go to person, answers all questions honestly, very responsive."If you want to work with someone who is:• Tenacious • Dedicated• Experienced and Knowledgeable Someone who is a:• Leader who leads by example• Collaborator• Connector• Good listener• Problem solver• Responds quickly • Licensed in other states and has the ability to serve clients anywhere in the USCall or Book an Appointment for a Free Assessment at https://calendly.com/sheillavidal/60minPhone: 707-319-5651 Email: sa_vidal@yahoo.com https://sheillavidal.freedomequitygroup.com/https://g.page/Sheillavidal?gm
Listed skills include Leadership, Team Building, Customer Service, Financial Services, and 3 others.
