For more information about the author, click to view their website: The Greatest Agent Financial Services
Beacon Pointes Foundations of Finance summer educational series is a 6-week course that covers the basics of wealth planning, investing, the macroeconomy, and the role of a wealth advisor. This complimentary personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
Beacon Pointes Foundations of Finance summer educational series is a 6-week course that covers the basics of wealth planning, investing, the macroeconomy, and the role of a wealth advisor. This complimentary personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
Beacon Pointes Foundations of Finance summer educational series is a 6-week course that covers the basics of wealth planning, investing, the macroeconomy, and the role of a wealth advisor. This complimentary personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
FINANCIAL ADVISING CUSTOMIZED TO FIT YOUR LIFESTYLEI offer a variety of financial planning and advising services that are customized to fit your lifestyle and goals. From tax mapping to financial management, your financial goals are within reach when you hire Retire with Ruth.We start with 15 Minutes. No Charge. No Obligation. No Pressure. The cost to start is ZERO!!!Introduction Meeting NO COST!We start with this 15 minute meeting so that we will get a feeling for each other. Do we connect? Are we a personality fit? Do we like each other? Are my services needed? Discovery Meeting NO COSTOk, we liked each other enough to go deeper. Yea! At this meeting I will be 100% focused on your current financial situation and I will ask you to tell me what you want to accomplish. What is daily life ideally going to look likefor you! Well decide at the end of this meeting if hiring me will be helpful to you now, or if we should wait a while for you to be ready. Strategy Session - $500Were rolling up our sleeves now! This meeting we will discuss the results of the discovery meeting. What opportunities do we have moving forward? Ill have some specific recommendations and you will have some choices. Its your life. You are in charge! You will have my best and most sincere recommendations for your situation. We may decide that is all you need to keep going on your own, or we may decide that there are ongoing opportunities for us to keep working together.Ongoing Work Varies based on the service provided. Good Value!LETS PLAN THE FUTURE TOGETHERTheres never been a better time to start planning a beautiful future. I am passionate about helping women succeed and live their best lives. I've spent my career building credentials so that she can support and help women and their families feel confident in their financial decisions.I have lived through some of the typical challenges women face...family...special needs...marriage...divorce...elderly parents...economic uncertainty...lack of time...lack of resources. I understand you because I am you!!!!Maybe you've tried to "do it yourself" and have hit a snag, or maybe you just don't know where to start. Maybe you are paralyzed with fear that you will be old and broke.Wherever you are in the process, let's work together to build a future that you can look forward to!
FINANCIAL ADVISING CUSTOMIZED TO FIT YOUR LIFESTYLEI offer a variety of financial planning and advising services that are customized to fit your lifestyle and goals. From tax mapping to financial management, your financial goals are within reach when you hire Retire with Ruth.We start with 15 Minutes. No Charge. No Obligation. No Pressure. The cost to start is ZERO!!!Introduction Meeting NO COST!We start with this 15 minute meeting so that we will get a feeling for each other. Do we connect? Are we a personality fit? Do we like each other? Are my services needed? Discovery Meeting NO COSTOk, we liked each other enough to go deeper. Yea! At this meeting I will be 100% focused on your current financial situation and I will ask you to tell me what you want to accomplish. What is daily life ideally going to look likefor you! Well decide at the end of this meeting if hiring me will be helpful to you now, or if we should wait a while for you to be ready. Strategy Session - $500Were rolling up our sleeves now! This meeting we will discuss the results of the discovery meeting. What opportunities do we have moving forward? Ill have some specific recommendations and you will have some choices. Its your life. You are in charge! You will have my best and most sincere recommendations for your situation. We may decide that is all you need to keep going on your own, or we may decide that there are ongoing opportunities for us to keep working together.Ongoing Work Varies based on the service provided. Good Value!LETS PLAN THE FUTURE TOGETHERTheres never been a better time to start planning a beautiful future. I am passionate about helping women succeed and live their best lives. I've spent my career building credentials so that she can support and help women and their families feel confident in their financial decisions.I have lived through some of the typical challenges women face...family...special needs...marriage...divorce...elderly parents...economic uncertainty...lack of time...lack of resources. I understand you because I am you!!!!Maybe you've tried to "do it yourself" and have hit a snag, or maybe you just don't know where to start. Maybe you are paralyzed with fear that you will be old and broke.Wherever you are in the process, let's work together to build a future that you can look forward to!
FINANCIAL ADVISING CUSTOMIZED TO FIT YOUR LIFESTYLEI offer a variety of financial planning and advising services that are customized to fit your lifestyle and goals. From tax mapping to financial management, your financial goals are within reach when you hire Retire with Ruth.We start with 15 Minutes. No Charge. No Obligation. No Pressure. The cost to start is ZERO!!!Introduction Meeting NO COST!We start with this 15 minute meeting so that we will get a feeling for each other. Do we connect? Are we a personality fit? Do we like each other? Are my services needed? Discovery Meeting NO COSTOk, we liked each other enough to go deeper. Yea! At this meeting I will be 100% focused on your current financial situation and I will ask you to tell me what you want to accomplish. What is daily life ideally going to look likefor you! Well decide at the end of this meeting if hiring me will be helpful to you now, or if we should wait a while for you to be ready. Strategy Session - $500Were rolling up our sleeves now! This meeting we will discuss the results of the discovery meeting. What opportunities do we have moving forward? Ill have some specific recommendations and you will have some choices. Its your life. You are in charge! You will have my best and most sincere recommendations for your situation. We may decide that is all you need to keep going on your own, or we may decide that there are ongoing opportunities for us to keep working together.Ongoing Work Varies based on the service provided. Good Value!LETS PLAN THE FUTURE TOGETHERTheres never been a better time to start planning a beautiful future. I am passionate about helping women succeed and live their best lives. I've spent my career building credentials so that she can support and help women and their families feel confident in their financial decisions.I have lived through some of the typical challenges women face...family...special needs...marriage...divorce...elderly parents...economic uncertainty...lack of time...lack of resources. I understand you because I am you!!!!Maybe you've tried to "do it yourself" and have hit a snag, or maybe you just don't know where to start. Maybe you are paralyzed with fear that you will be old and broke.Wherever you are in the process, let's work together to build a future that you can look forward to!