Initial Zoom Consultation with Amanda Pecot, AIF®, CDFA®30 minutes
As a Senior Investment Advisor and Financial Planner, Amanda specializes in the following areas when working with her clients: • Investment portfolio design • Retirement accumulation and tax-efficient distribution planning • Real estat ...
Initial Zoom Consultation with Lily Fallah, ChSNC®30 minutes
• Special needs financial planning • Tax strategizing & positioning for sale (Business Owners) • Tax-efficient retirement saving & distribution planning • Milestone planning for young professionals and families • Analysis of current & ...
Initial Zoom Consultation with Chelsea Newell, FBPS™30 minutes
Since 2011, Chelsea has been working in the financial service industry. Chelsea's experience extends to the following areas: • Retirement accumulation and distribution planning • Real estate acquisition • College planning • Minimizing ...