Assist clients with developing comprehensive financial plans to meet their life goals by addressing financial challenges and building on financial strengths.
Vice President Harris, Treasury Department Announce Over $1.73 Billion to Improve Access to Capital, Financial Services in Underserved Communities https://t.co/hgmdPSOrWD
The most profitable companies in the U.S., and the most profitable geographic regions and cities in the country, embrace diversity and inclusion.
This is NOT an accident. It’s simply, a super smart business plan.
90% of financial advisors fail in their first 3 years.
Why?
Because the standard industry believes the role should be treated like a sales job.
This needs to change ASAP.
You make $35,000 a year.
You spend $7,000 a year on things you THINK you need.
That’s 20% of your income 🤯
If you’re not careful, you’ll keep spending money you don’t have on things you can’t afford to impress people you don’t know.
Take your life back with @OperationHOPE
Starting this fall, every public school kindergarten student in New York City will get $100 in a 529 account. @sharon_epperson reports. https://t.co/uX7TOcDFAh #investinyou (In partnership with @acorns.)