Experiences they've had in the past, how their money situation is currently, and what they want it to look like in retirement.” They then create a plan and discuss strategies that make sense for each client’s different situation. “It is so important for us to also take the time to understand a person’s relationship with money. They take their time getting to know each client. So what does “an independent broker business” mean? Well, they are not linked to any one company so they can offer clients a variety of options for planning their financial future. Financial Celebrations is located right here in North Vacaville and just celebrated their 10 year anniversary this past June! They provide guidance with a level of concern, knowledge, understanding, and kindness in such a way that customers feel like they are their only clients. Financial Celebrations serves people who seek more harmony and joy in their lives coupled with the responsibility to take action and a willingness to be educated on the necessary steps to financial freedom. The purpose of their company is to develop relationships with people seeking to improve their lives by reducing or eliminating financial confusion. Local Women Empower~ Betsy Rogers of Financial Celebrationsīetsy and her mother, Laurie, are are business partners for Financial Celebrations, an Independent Broker Business.
0 Comments
Leave a Reply. |