Broker Check

Financial Wellness

Managing Your Money

  • Credit Cards
  • Credit Scores & Reports
  • Liability Management
  • Overdrafts
  • Prepaid Cards

Savings

  • Cash Flows/ Budgeting
  • Build Emergency Funds
  • Checking Accounts
  • Classification of Debt
  • Savings Strategies
  • Investments

Investing In Your Future

  • Estate Planning
  • When to Collect Social Security
  • Education
  • Retirement 101

Long Term Planning

  • Considering Home Ownership