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Personal Information
Organization / Workplace
Greater Philadelphia Area United States
Occupation
| Financial Educator | Life and health insurance
Industry
Finance / Banking / Insurance
About
WHAT I DO:I work primarily with families and successful business owners that are serious about financial success who among other things aspire to a work optional lifestyle. WHY IT MATTERS: Some people are facing economic challenges including the inability to save money, out of control debt, student loans, less than ideal cashflow management. As a result a lot of families are not achieving the personal financial success they would have hoped for. MY APPROACH: I take an educational approach to help my clients gain wisdom. I believe Knowledge is something you learn, Wisdom is the ability to apply that knowledge to your everyday life.. We work together with me as your guide to first inc...
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