"Plan with a purpose."
When people ask, "What do you do?" I could say that I'm a financial advisor. However, this is only part of what I do. Like most of us, I wear many hats.
Your strategy is about you, so we start by answering essential questions.
-Who is most important to me?
-What brings me joy and adds meaning to my life?
-Can I support those I love financially, today and tomorrow?
Your individual answers help us discover why creating a strategy is important to you; this is a foundational step.
This word holds great power. As a preposition, it is a connecting word. "With" means my branch team works together with you. It's a partnership where accomplishments can happen!
Your purpose is the guiding direction for your financial strategy. Results can happen when you and I create a strategy and take action! Our purpose is to be here for you, today and tomorrow.
-Do I have enough saved for retirement?
-How do I know what is enough to support my lifestyle?
-What strategies can help grow my wealth for future needs?
-What can I do to protect my family if something happens to me?
-What types of insurance should I consider?
-How can I leave a legacy for my family?
You don't have to do it alone. 'Plan with a Purpose' by connecting with us today!
- Retirement Income Strategies
- Socially Conscious Investing
- Charitable Giving
- New Investors
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Health & Nutrition
- Culinary Arts
Phone NumberMichelle Courson at (509) 290-6257
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