Integrated Panning Services -- 2
Budget: $30 – $250 USD
I have created a company which will integrate financial planning services from the following professionals in a convenient and streamlined process. Integrated planning is about putting the right people in the right place to provide the service that is needed. These services will consist of investment management, insurance planning, estate planning, accounting and tax planning, and possibly other needs as well.
I personally have 16 years of experience in financial planning working with clients on their personal and business financial planning needs.
I personally have 16 years of experience in financial planning working with clients on their personal and business financial planning needs.