Purse Strings Approved Professionals
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I specialize in helping individuals and business owners create a financial future using tax advantaged insurance and investment strategies.
Our focus is on providing predictable outcomes for our clients and reducing financial worries so they can more fully enjoy their lives. We provide financial services and solutions based on the individual situation, and the specific needs, goals, and circumstances of each client.
Becoming financially savvy is only the beginning. We want our women to surround themselves with a talented and thoughtful team of financial advisors and insurance associates who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
Purse Strings works with Financial Professionals to equip them with awareness, information, and skills so they can engage with and serve the female market.
We vet them for their flexibility, empathy, creativity, strategy, and work style. When a financial professional passes our qualifications, they become Purse Strings Approved—and we know that they are perfectly equipped to serve the diverse demographic of women.