Working toward financial goals like retirement, funds for college education or even a new home is easier if you have a path to follow. Amy, who holds the CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant designations, specializes in helping people use the money they have effectively and efficiently.
By using her skills, knowledge and experience, she develops financial strategies with diverse investment options that line up with each client’s objectives. Whether you’re looking for new ways to save or investment opportunities, Amy can point the way. She genuinely enjoys helping people and listens to her clients to help them plan for the future and protect their loved ones.
Full service Financial planningIncluding:
- Tax deferred investing1
- IRA Rollovers
- College fund planning
- Retirement planning
- Asset allocation strategies
- Systematic investing2
Contact BSV for a free, no – obligation consultation. We’ll start by reviewing your financial goals and then implementing a strategy to help you achieve them. You will receive relevant information and straightforward answers, so you can make the decisions that will shape your financial future.
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