300 Financial Group
I am a "safe money expert" offering services on planning and saving for retirement and education savings. I take an educational approach to finances assisting with securing a 401k due to retirement or a job change, Whenever possible I look to provide tax advantage income for my client, I also help make sure my clients have the right type & amount of life insurance to protect themselves & their loved ones., I am here to help you navigate to financial success...
How Business Creates Value:
Being 100% respectful of the client, not high pressure. We take an educational approach to finances. Also in an organic manner we provide the client with a product that best fits them rather then making them fit into a product. We help our clients understand where their money is and how it is working for them. Also providing security and growth.
How Member Creates Value:
I take immense pride in living in SCV, a community where I raised my now young adult children. Being a person with integrity, loyal and a desire to be of service to others I am able to stay true to that through my business in helping people. I believe that it's in giving that you receive and as a member I will look to support and help TEAM members..