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Skills

  • Business Planning
  • Consumer Debt
  • Employee Benefits
  • Finance
  • Financial Planning
  • Tax Planning

Services

  • Certified Financial Planner - CFP

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    CERTIFIED FINANCIAL PLANNER™ professionals are uniquely qualified to help individuals pull all their finances together, solve financial problems, and plan to achieve their financial goals. As a financial...

    Business PlanningConsumer DebtEmployee BenefitsFinanceFinancial Planning

About

Financial Equalizer

We live in a diverse community. Many in this diverse community are underserved by financial professionals, banks and other financial institutions.

I am an experienced Financial Service Professional who serve as the Equalizer for a limited number within the underserved populations within the following generations. Mature/Silent (Born 1927 to 19450), Baby Boomers (Born 1946 to 1964), Generation X (Born 1965 to 1980), Generation Y/Millennium (Born 1981 to 2000) and Generation Z/Boomlets who were born after 2001.

If you need a professional that can help you navigate financial storms or advise you on how to get a rough financial patch in life...send me a summary of the financial issues and concerns. Include your contact info. I will contact you for further discussion.

Please do not include information that would violate the Privacy Act of 1974 and the HIPAA Privacy Rule.

For more information or to view my ‘BIO.’ I am on Linkedin at https://www.linkedin.com/in/wealthpreceptor

PLEASE READ: I do not sell or ‘service’ Life Insurance, Investments and Brokerage Firms products and services. My services are product neutral and conflict free. Also I do not give legal advice or practice law.

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