Financial Needs Analysis- OFFER 3
Item Number: 156
Time Left: CLOSED
Value: $400
Online Close: May 11, 2009 12:00 AM EDT
Bid History: 0 bids
Description
You work hard, pay your bills, and save when you can. The difference between just getting by and getting ahead could be in the palm of your hand! With a PFS Financial Needs Analysis (FNA) you'll have the information you need to examine your financial situation up close. By working together with one of our representatives, you'll learn time-tested strategies for helping you achieve your financial goals. With your personalized FNA, you'll discover how to:
- Pay off credit cards and loans efficiently
- Build savings for education expenses
- Build savings for retirement
- Provide for your family's financial security
Special Instructions
PFS District Manager Stephanie Donoso has a BA in Political Science and an MPA in Emergency management and Homeland Security. She is a specialist in risk aversion/management, emergency management, business continuity and asset management. Her clients vary from corporate and small business to individual families. She currently works with disaster impacted/declining economic market clients.
The financial needs consultation is the first step in assessing a client's financial stengths and weaknesses, and is essential to developing a gameplan for future income protection, debt elimination and wealth management.