"Plan with a purpose."
As a financial advisor, people ask, "What do you do?" Like most of us, I wear many hats; however, I also help you make sense of the foreign language of finance.
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 your "why" and create 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 our 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.
Frequently Asked Questions:
-How do I know if I have saved enough to support my lifestyle throughout retirement?
-What can I do to grow my wealth for future needs and expenses?
-How can I protect my loved ones if something happens to me?
-How can I leave a legacy for my family?
-What steps can make leaving a legacy easier for my loved ones?
-What types of insurance do I have and need?
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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