How would you feel if you knew you were on track to achieve a "work optional" lifestyle on your timeline and on your terms? Hello, my name is Andrea and I help people identify and realize their dreams by helping them achieve their long term financial goals. I do this by partnering with you to create an individualized strategy within an established process.
I work with individual investors, business owners and can help you set up a company retirement plan that fits your needs.
Please give me a call so that I may answer any questions you may have.