rauna_the_financialplanner

As a financial planner, I help individuals with investments, save for college, evaluate life insurance needs, as well as creating comprehensive financial plans. Through financial planning, we can determine how to help you reach your goals and what steps to take to increase the probability of reaching them. I also help make businesses more profitable by reducing their tax burden and finding programs which provide tax incentives which immediately effect their bottom line.

Educating business owners on how they can find huge tax savings using different savings vehicles that can save thousands of dollars each year. This includes single person business owners up to hundreds of employees operations.

Experienced Investment Advisor Representative with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Financial Services, Financial Advisory, Insurance, and Asset Allocation.

This Card can be used for lots of other purposes, like showcasing a blog post or a new video.