LivingSMARTER   Consultants

(321) 255-9353

livingsmarter@att.net

Mission

To assist clients build up their net worth and live SMARTER as regards investment, travel and passing on their estate to their heirs without probate.

We also offer web design and promotion ideas for home-based businesses hosted by our LivingSMARTER Marketing Cooperative.

We offer phone consultancy at rates everyone can afford.


Profile

I have a MBA majoring in Finance from the University of Warwick, UK and was a Commercial Portfolio Manager with Huntington Bank.

I had previously owned and managed a financial training practice for almost a decade prior to relocating to Florida to get married.

My husband and I are newly retired professionals who have decided to help ourselves and others live more fulfulling lives in their retirement.


Information

Our target clientele are those who are in business on a tight budget and want to get the most out of their money.


Products/Services

1)   Phone   Consultancy

2)   LivingSMARTER   Marketing   Cooperative

  • Souvenirs from Around the United States

  • Souvenirs from Canada, Australia & New Zealand

  • Souvenirs from Singapore

  • Promotional Gifts

  • Create an Impact with your Business Card


  • 3)   Retirement   & Estate   Planning

    4)   Stock Options   Management   Service


    News


    Initial   Phone Consultancy is   COMPLIMENTARY




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