Your Financial Future
Helping Individuals, Families and Business Owners Organize, Build and Control Their Financial Future From insurance to investments to college-planning to retirement, the decisions are overwhelming and the information is inconsistent! That's where Certified Financial Services LLC and my team come in.
My specialty is personal finance - organization and education are the keys to making the path to meet your goals and exceed your expectations!
My past experience as a paralegal, small business owner and licensed mortgage broker have led me to my desire to bring much more information to my clients and prospective clients, especially since 2007.
If you are not 100% confident that your financial plan is meeting your goals, please call me to discuss how making strategic changes and coordinating your assets will get you there! If you are just hoping and keeping your fingers crossed, you need to talk to me now!
The 12 Steps to Living Confidently: Smart Debt Decisions
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How Growing a Business is Like Raising a Child
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
It may help your business be better prepared in the event of the death of a principal or key employee.
Just because your millennial child is living on their own or perhaps even raising children of their own, that doesn’t mean important parent-child conversations should stop.
Protection. We’re obsessed with it these days.
Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others...
Five creative (and inexpensive) ideas for motivating your employees.
What does the Tax Reform and Jobs Act mean for you?
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Do you have causes that you want to support with donations?
Disability happens to more people, more often than you may think, and it lasts longer, too.