Champion Financial TEAM

Professional ServicesFinancial PlannerInsurance AgencyBoca Raton, Florida

Contact

Address
6501 Congress Ave, Suite 100, Boca Raton, Florida, 33487
Phone
(833) 411-0455
Website
championfinancialteam.com/
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Business Hours

SundayClosed
Monday09:00am – 05:00pm
Tuesday09:00am – 07:00pm
Wednesday09:00am – 05:00pm
Thursday09:00am – 07:00pm
Friday09:00am – 05:00pm
SaturdayClosed

Description

I help my clients simplify their financial lives by working together so that they can better understand, streamline and optimize their financial resources. Ultimately our collaboration enables clients to have a better grasp on their current situation as well as action steps needed so that they can make progress towards short term and long term goals. Once a plan is constructed, I believe it's crucial to review progress on a regular basis, make necessary adjustments and hold each other accountable. Areas of Focus include: Retirement Planning Strategies, Women's Financial Strategies and Empowerment, Divorce Financial Planning, Estate Planning Strategies, Domestic Partner Planning, and Saving for Education.