As a financial planner, I conduct pro bono workshops, and complimentary plans for individuals and families.
Community engagement requires elimination of judgment and an equitable approach. Everyone has different financial goals that evolve.
I’ve been in business for four years and my Dad was an advisor when I was growing up. Here’s an important lesson I’ll never forget: careful people earn interest while careless people only pay interest.
As an independent associate with a broker, I have access to some of the top financial institutions with a suite of products like Nationwide, Prudential, Pacific Life, Transamerica, and more.
To book a call: calendly.com/seanhurdle/
A business owner concerned their paying too much in taxes.
A great referral for me is someone who is nearing retirement or has recently retired.