$uzanne $mith/Building Financial Dream$ w/ Impact Leadership Network, THOUSAND OAKS CA

Suzanne Smith

$uzanne $mith/Building Financial Dream$ w/ Impact Leadership Network

About Us

Your Financial Future Matters to Us!

In 2018, we embarked on a mission to shape better financial futures for individuals and families. Our approach is twofold:

1. Empowering Entrepreneurs: We aim to build rewarding businesses for driven entrepreneurs. As a financial professional with us, you can be your own boss, control your time, and secure your future by helping others achieve financial independence—all without leaving your current job. How long would you wait to seize such an opportunity? Not only will we show you how, but we'll also help you every step of the way.

2. Achieving Personal Financial Goals: We are committed to helping you reach your personal financial goals. Have you considered how much money you'll need to maintain your current lifestyle in retirement or to provide for your family if you lose your income? These questions become less daunting when you're equipped with knowledge, strategy, and action. Together, we'll work towards your goals and pursue a future of financial independence.

We envision a world where everyone has access to financial education and the opportunity to achieve financial security. We love helping others, and we need more passionate individuals to join us in this mission!

Please reach out and schedule a time to chat 🌞
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How We Got Started

In 2018, after being fired from my job of over 30 years and going through a divorce, I found myself as the sole supporter of my two minor children. During this challenging time, I walked into an office as a client, hoping to find a place to stash away my profit share. What I discovered was life-changing: not only did I secure my retirement, but I also gained crucial protection for my family's future.

At the age of 53, I finally took control of my financial situation and began a journey towards financial literacy. Today, I am passionate about helping others do the same. As a crusader for financial literacy, I am dedicated to assisting individuals in growing and scaling profitable businesses in the most lucrative industry. My mission is to serve those who are often overlooked and to provide the best opportunities available.

Join me in this crusade for financial empowerment and let's make an IMPACT and achieve financial success together🔥🔥🔥🌞

Products & Services
Personal Money Discovery by $uzanne $mith/Building Financial Dream$ w/ Impact Leadership Network
● The Money Discovery is complimentary, confidential and customized plan for every family that we serve. ● During this process we will evaluate you...
Annuities by $uzanne $mith/Building Financial Dream$ w/ Impact Leadership Network
$uzanne $mith can help you plan for a comfortable retirement with steady annuities income. Working with clients in and around Simi Valley. Give us ...
Roth IRA by $uzanne $mith/Building Financial Dream$ w/ Impact Leadership Network
A Roth IRA can be a great tax-efficient way to prepare for retirement. $uzanne $mith can help you open and manage your Roth IRA account for maximum...
Recommendations Given (75)
"I truly enjoyed connecting with Paul and appreciated the opportunity to learn more about his..." Read more "I truly enjoyed connecting with Paul and appreciated the opportunity to learn more about his practice. His depth of knowledge in estate planning, trust funding, advanced tax strategies, and complex planning matters is impressive, but what stood out even more was his willingness to educate and collaborate. Our conversation reinforced the value of working with professionals who put clients first and recognize the importance of bringing together the right expertise to serve families and business owners well. What impressed me just as much as his specialized knowledge was how approachable and easy he is to talk with. He takes the time to listen, explain complex topics in a way that's easy to understand, and makes you feel comfortable throughout the conversation. If you're looking for someone with decades of experience, a collaborative mindset, and a genuine commitment to helping clients navigate sophisticated estate and tax planning issues, I would highly recommend reaching out to Paul. "
"I had the pleasure of 1:1 meeting with Cynthia and man am I glad! She has a passion for helping..." Read more "I had the pleasure of 1:1 meeting with Cynthia and man am I glad! She has a passion for helping women and teaches them to Invest like a Goddess! She has an understanding and comprehension of the tax codes that is impressive and leaves you wanting to learn more. She is a joy to chat with and an expert in the area of tax planning 🌸🙂"
Recent Activity

Suzanne from $uzanne $mith/Building Financial Dream$ w/ Impact Leadership Network Answered this on November 16, 2022
Great article  - love the depth and insight! Now I am having 2nd thoughts about simply "liking" a post and not leaving a comment lol!!! (more) Great article  - love the depth and insight! Now I am having 2nd thoughts about simply "liking" a post and not leaving a comment lol!!!