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I am a Financial Advisor for Transamerica who is looking to help individual become debt free and have a tax free retirement.
Area of Houston
Servant Leader, Give It First Networker?
Have Attended Live InHouston Netweaving Events (ever):
would like to
My perfect client is a couple who both works in a service type of field who can give me referrals and open to saving for their future.
My target market are individuals, couples and business owners over 25 years of age who need help with their finances.
Urgent Needs and Compelling Desires of Target Market(s)
The major needs of my target market are paying off their debt and having a substantial amount of wealth to retire on.
Opportunities said Target Market(s) would love to invest in
Most of the target market depending on the age would invest in something that would give a substantial amount of return with a small percentage of risk like a Hanlon fund.
Benefits of investible opportunities to Target Market(s)
The major benefits of investing in my company is to help our client have stress free retirement.
Welcome to InHouston! I’m looking forward to meeting you at one of our events or I’d love to meet for coffee! I’d love to hear more about your financial services and what you do and see how I can help you.
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