Welcome new members! Please introduce yourself here by commenting on this thread letting us know where you’re located, how long you've been in business, and what your specialty is.
This group is limited to Finance experts, so it is a great place to solicit advice, share tips, post articles, debate, and make connections. This is NOT a place for self-promotion or advertising.
230 Comments
Comments (21-30)
Hi my name is Marilyn Lambey and I'm a Financial Educator. I believe financial education is a human right. Financial education has been lost over the years and I want to bring it back for our next generation.
Hello everyone!! My name is Retanda Sidney and I am located near Houston, TX. I am in the process of changing careers. I have been a public school teacher for over 20 years. I started this financial services business 2 years ago and I am excited about building it up.
We specialize in life insurance/income protection, preparing for retirement, debt elimination, budget planning, ID theft protection, and much more.
I'm looking forward to learning more and connecting with as many people as I can.
I work with startups, entrepreneurs, solo entrepreneurs, and small businesses to provide advanced bookkeeping, budgeting, KPI tracking, and SOP development. All to help them streamline financial operations, improve efficiency, and make data-driven decisions by knowing the KPI’s that matter for their business growth. I take on the financials for those who don’t understand and teach them, or for those that just don’t have the time.
I look forward to making connections here where we can mutually help each other succeed!
Hi, I am an Interest Savings Specialist in Loretto, PA. I specialize in showing people where their money is being spent and how to stop paying unnecessary interest to the banks on their debts. Our program operates like a GPS does to guide you on your journey. Using mathematical algorithms strategically, it will show you how to navigate your finances to pay off debt in a much shorter time period. This puts money back in your pocket and not the bank's.
Hi Randi, thanks for sharing your story. I am looking to partner with businesses like yours let's connect.
Hello Everyone! I am Philip, based in Ontario Canada. I led finance departments across six countries with oversight on HR, accounting, IT, admin, and operations. I am a practicing Fractional CFO for small and mid-sized businesses. I am glad to be part of this group.
Hello Everyone,
Austin Loving here! I am the founder of Visionary Wealth and we specialize in Life Insurance Retirement Planning. We utilize income based vehicles (life insurance, and annuities) to help our clients build tax free retirement plans. We’d love to connect and discuss how to properly prepare people to make sure they are diversified in their tax liability, risk profile , and liquidity needs.
Hello, I am grateful to be a part of this group. I began financial services about a year ago. Before that I was a mid level manager in a small start up company working closely with the CEO and Operations Manager learning about the finances that goes into running a company. There is were I discovered my passion for finances and decided to make the change. I work to help clients (consumers or business owners) eliminate their debt in record time, grow their wealth, and plan for a tax free retirement. All without having to change their life style and provide more than one avenue to do so. I can't wait to connect with everyone and would love to learn from you all. Thank you!
Hello, I am the founder and veteran owner of Defining Your Wealth Financial Group. I have been in the industry for almost two decades. We have a passion for helping people save for their financial futures. We use the power of tax-smart investing and fee-based services to help clients reach their goals. I just pass my CFP exam.