Essence Wealth & Insurance Services
About
With 20 years working in the industry I am absolutely passionate about helping people achieve their financial goals! It's my true life purpose to help people achieving their financial goals. I have received consistent 5 star reviews on Yelp so make sure you check out my reviews under Essence Wealth & Insurance Services.
Please see my website for details about me and my company.
http://essencewealth.com/about-us.html
I get to know my clients on a deeper personal level that most professions don't get to experience. Since I discovered my life purpose years ago coming to work has never been an unpleasant feeling for me. The amount of joy I get out of helping others is truly priceless.
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Frequently asked questions
What is your typical process for working with a new customer?
Before giving any specific advice to clients I'd like to get to know their detailed financial info, such as short term and long term financial goals and what they are currently doing with their money, etc. From there I'll be able to know how I can help the client and develope a strategic plan to achieve their goals. See my website for more details.
What education and/or training do you have that relates to your work?
B. S. in Finance and 20 years of planning experience. I'm also a fiduciary financial advisor.
What advice would you give a customer looking to hire a pro in your area of expertise?
Find an independent fiduciary financial advisor that has at least 10 years of planning experience.