You will receive a free comprehensive financial plan and retirement/investment analysis. This includes insurance review, 401k analysis, and income solutions.
My title may be Financial Advisor, but I consider myself more of a "coach". In it's original meaning a "coach" was a vehicle meant to get you from one destination to the next. It did not matter where you were, a coach would pick you up and take you one or more stops closer to your final destination. It could even take you all the way there. This is my philosophy as an advisor. Whether you are in your sixties and planning your retirement, in your 20's and just getting started, or somewhere in between I would like to help make it at least one step closer to your final destination.
With the LocalSaver App, saving money on the products and services you use everyday has never been so easy.