It's been said that true success can only be achieved by making somebody else's life better.
I completely believe in that statement. My talent lays is communicating complicated financial issues into easy-to-understand terms. I am offering to qualified charities whom raise funds a complimentary financial planning and a follow up consultation to potential supporters who donate money via silent auctions, golf tournaments or other fundraising activities.
Having lost several family members to cancer, I am aware that good health is not
guaranteed, but good financial health could be achieve with some planning. As a financial planner, it's obvious that some of our friends and family fall through the cracks of insurance loopholes and find themselves in need - every little bit can make a difference.
Have A Charity?
While I cannot commit to every request, I will do my best to accommodate as many causes as my schedule will permit.