How I Help Women Prepare for & Experience Retirement
As a financial advisor serving retiring women, I help women take that next step confidently and build a plan for their retirement years.
Okay, so that sounds great. But what exactly does that mean for you, the client? What are the specific steps involved in taking the one big step confidently? I’m glad you asked.
In this video, I describe the types of women we help and, more importantly, the three key ways that we help them.
#financialfreedom #financialliteracy #financialeducation #financialplanning #retirement #retirementplanning #financialadvisor
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HELPFUL LINKS:
🏆 Women’s Guide to a Pleasant Retirement: https://bit.ly/485pqlL
🔔 Subscribe to My Channel: https://bit.ly/3LOWYfW
📥 Pleasant Financial Conversations Newsletter: https://bit.ly/46Fp7xY
👥 Pleasant Conversation Private Facebook Group (for Women): / pleasantfinancialconversations
REACH OUT
🙋♀️ Contact us/ask a question: [email protected]
🚦Get Started - Work with Me: https://bit.ly/3LPWdTN
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Obligatory disclaimers: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services LLC (Kestra AS) an affiliate of KestraIS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS.
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