Unemployed? Getting Married? Starting a Family? Buying a Home? Saving for College? Starting a Business? Planning for Retirement? Managing College Expenses? Planning an Estate? Caring for an Aging Parent? Getting Divorced? Starting Out? Changing Jobs? Need Long-Term Care Planning? Planning for Business Succession? Nearing Retirement or Retired? Have you Experienced the Loss of Your Spouse or Loved One Recently? Are you Experiencing a Financial Windfall?
Please Fill Out a Contact Information Sheet to get financial help AND a FREE lunch at A Tea Co!
If you are experiencing one of those major life events, if you would like a financial plan to help accomplish your goals, or if you would like to review your current financial situation, please complete a Contact Information Sheet (my contact information is provided inside the Word document at the bottom in the footer) to get an initial financial consultation while eating a FREE lunch on me at A Tea Co! Even if you don't think you need financial planning or already have done financial planning before, we can always review your situation and see if anything can be done to improve your life, and even if you don't need financial planning, maybe you know someone who does, so help me make a difference in your life or in the life of someone you care about!
Josh Shainin