Purse Strings Approved Professionals
Vice President of Business Development and Investor Success,
The Peak Group
OVERVIEW OF SERVICES
Real Estate Investing
SPECIALTIES
- Business Valuation
- Commercial Real Estate
LOCATION
.
Portland
Oregon
.
United States
Portland
Oregon
.
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Fractional CFO and Wealth Advisor for Women Business Owners,
Audax Wealth Management, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Divorce Law, Downsizing and Relocating, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Refinancing, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
Statistically, women will outlive men. Unfortunately women are subject to many factors throughout their lives that prevent them from earning more than their male counterparts Read more...
SPECIALTIES
- Business Cash Flow Analysis
- Business Coaching
- Business Financials
- Business Growth
- Business Planning
- Business Succession Planning
- Charitable Planning
- Debt Elimination
- Divorce Financials
- Executive Compensation Packages
- Family Office Services
- Financial Planning
- Franchising
- IRA
- Legacy Planning
- Money Mindsets
- Pension
- Personal Growth Coaching
- Philanthropy
- Self Directed IRA
- Small Business Tax
- Socially Conscious Investing
- Social Security Specialist
- Special Needs Planning
- Tax Mitigation
- Tax Preparation
- Trust Planning
- Wealth Protection
LOCATION
PO Box 110388
Anchorage
Alaska
99515
United States
Anchorage
Alaska
99515
United States
STATES SERVED:
All 50 States
Virtual Appointments Available