Experience

Primerica

• United States
• Financial Services
• 700 & Above Employee

• Financial advisor

  • Apr 2010 - Present

  I help families get on the right track financially such as; helping them get out of debt, start saving for retirement , properly protect the family with life insurance. we provide what is called a financial needs analysis which shows the client where there money has been spent and teach them step by step what to do to reach their goal which is retirement, etc. the analysis is free to the client, we just ask for referrals, confidential and customized to best fit the clients needs. I help families get on the right track financially such as; helping them get out of debt, start saving for retirement , properly protect the family with life insurance. we provide what is called a financial needs analysis which shows the client where there money has been spent and teach them step by step what to do to reach their goal which is retirement, etc. the analysis is free to the client, we just ask for referrals, confidential and customized to best fit the clients needs.