As a Modern Woodmen representative, I provide individuals, families and small business owners with financial peace-of-mind by helping them:
1. Define their financial goals and objectives
2. Assess their current financial situations
3. Create an affordable plan that grows with them
4. Meet yearly (at least) to adjust the plan over time as their needs and situations change
1. Define their financial goals and objectives
2. Assess their current financial situations
3. Create an affordable plan that grows with them
4. Meet yearly (at least) to adjust the plan over time as their needs and situations change
I also support my communities through matching funds, service projects and social events.