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Skills

  • Benefits Administration
  • Estate Planning
  • Financial Planning
  • Insurance Consulting
  • Investment Education
  • Management
  • Mortgage Banking
  • Portfolio Performance Modeling
  • Security Consulting
  • Tax Services

Services

  • Financial planner and investment advisor

    $15/hr Starting at $50 Ongoing

    Dedicated Resource

    To advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash...

    Benefits AdministrationEstate PlanningFinancial PlanningInsurance ConsultingInvestment Education