Financial Freedom for All
Are you a business owner, or work a traditional day or night job? Do you have the desire to create a legacy or build generational wealth? I know this has been a hot topic over the last few years, but if you look at the state of the United States economy, I’d say these topics or conversations are warranted.
It’s time to take a step above the conversations and into the next phase of taking the action. You’re probably asking, “How do I do that, Angie?” I am so glad you asked. The best way to find out is to meet with me, or my trusted team of referral partners through an in-person appointment here in St. Petersburg, FL, or through a virtual appointment anywhere – to be guided on what to do next. For some it might be a credit journey so you can get pre-approved for your home. And for others it could be moving over your 401k to an annuity because you are leaving your day job to start your dream business. Either way, we are here to support you through the process and get you to the finish line, no matter the timeline.
SOCIAL SECURITY PROTECTION, HEALTH AND LIFE INSURANCE & RETIREMENT CONSULTING
This 40-minute consultation is a gathering session and possible viewing of illustrations or quotes that best fit the need of you and/or the insured or home buyer. If additional time is needed for advising, an hourly fee will be charged.
The road to financial freedom starts with a single step. Reach out to us and start your journey today.
BROWSE OUR WEBSITE
CONTACT INFORMATION
Phone:
Email:
Mailing Address:
15 8th Street N, Suite 409 St. Petersburg, FL 33701
By appointment only
