Focus

Building Full & Satisfying Lives

YOU, Our Focus:

Our focus is on you, our client.

       We do what works for you,

                  empowering you to live the

                              life you have chosen.

 

        Thats our commitment.

                   You can count on it!  

 

MoneySmartLiving is a personal financial education and service organization. We are dedicated to helping people understand how all aspects of personal finance work, and creating a plan for freedom and a fulfilling, extraordinary life. We educate people through seminars and one-on-one meetings that transform their understanding of money and wealth. We offer investments, insurance plans, mortgages, and other personal savings programs that work in harmony with plans for financial freedom.

One size does NOT fit all!  We listen, get to know you, get acquainted with your life and lifestyle and family, then begin to design a plan for you.

Our goal is empowering and assisting you to live the life that you choose.

Your life, a life that is whole, complete and fulfilling every day. 

Your life lived such that you can take a deep breath every night when you go to sleep and say, Yes!

And at the end of your life you can say, I made a difference.  And my life will continue to make a difference.

We are committed to assisting you using your time, energy and money to make it all work for you the way you want it to work.

After all, it is yours!

Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Building full & satisfying lives!

Hours
Regular Hours
Mon - Fri:
Sat:
Extra Phones

Fax: 888-297-4395

Services/Products
Debt Elimination Day-to-Day Cash Flow Management (Personal) Insurance Management Investment Management College Planning and Funding Asset Protection Tax Management Planning Federal, State and Local Employee Benefits Private Employer Employee Benefits Veteran Benefits Business Succession Planning Retirement Strategies Social Security Benefit Strategies Estates Conservation and Transfer Legacy Planning
Brands
Allianz, American Funds, Calvert, Frankin Templelton Investments, JP Morgan, Nationwide, Pacific Life, Prudential, TD Ameritrade
Accreditation

Chartered Federal Employee Benefits Consultant

Categories
Financial Planners, Investment Advisory Service