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01/07/2015 Secure Solutions for Life (774) 823-3642 (727) 916-1600 (774) 823-3642 Financial Advisor Specializing in helping independent, mature women secure their financial future. |
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Creating a secure life, now and in retirement, is more than just about money.
Because there's more to developing a financial strategy than bank statements and stock summaries. It's understanding you, your hopes, your dreams, your concerns, your worries. What drives you. What scares you. What makes you happy. Where you are now and where you want to be. We'll sit down and talk with you, one-on-one, in our office or in the comfort and privacy of your own home; find out what's most important to you; and focus on your financial well-being. So you can eliminate risk and reduce taxes. So your money can grow without loss. So you can get the guaranteed income for life you need. So your family is safe, no matter what happens. There's no 'one-size-fits-all' here. We ask the questions that uncover real problems, get to the heart of your biggest challenges, and then work with you to find the best solutions that fit you, your life, your needs. Our mission is simple: put your interest above ours at all times; strive to improve your family's situation to the greatest degree possible; and give each individual the same service we would give ourselves in the same circumstances, in order to help them live debt-free and truly wealthy.
