Hi and welcome to my Facebook page! I've been in the financial services business for 14 years. My primary areas of focus are Family Finances, Retirement Planning Strategies, Women Financial Strategies, Estate Planning Strategies, and Wealth Preservation Strategies. Please call me at 239-656-1617 with any questions you have - I'd love to talk with you!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
My youngest turned 21 on Saturday - another milestone!! I'm hoping to help him into Adulthood with a good financial foundation and achievable goals. I'd be happy to talk to anyone you may know who would like to track their goals and achieve financial success too!!
Working toward your long-term financial goals starts with making the next right move.
Staying focused amidst uncertainty can help you reach your future financial goals.
Lots of exciting things happening! My Oldest son, Connor, recently got engaged! So excited for him and his bride to be, Claudia! We had an engagement party for them a couple of weeks ago. I would love to hear some positive, exciting, happy things that are happening for you!
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Working toward your long-term financial goals starts with making the next right move.
I missed posting this yesterday, but I am very proud of my husband, Ray Butler, for having served our country and our two daughters, Lindsey and Emily, who are currently serving in the Navy and Army. And my niece, Quinn Randell, who has recently accepted a position with the Air Force JAG and is at Officer's Training now!
Thank you to all of them for their service!!
I'm proud to share that Ameriprise Financial has been recognized as a Military Friendly® Employer for the 7th consecutive year by VIQTORY. Learn more: https://bit.ly/2It8WxW
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Trivia night with friends!
