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Wealth Management Strategy
$1,650

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Are you in need of some financial advising? Trying to figure out how to make your dollar grow in a responsible manner? This package is for you. Sawaf Financial is offering an all inclusive package to help you do just that. This package includes: -One (1) intake meeting -In depth analysis of your current financial situation - A written financial strategy including an action plan About Claudia A New Horizon mom, Claudia's career in wealth management spans over 13 + years, working with individuals and businesses. She is an Accredited Investment Fiduciary (AIF), holds securities license 65, as well as her licenses for insurance and long term care, and passed exams for licenses 6, 63 and 7. Claudia, along with her husband, and two daughters, enjoys traveling, hiking, volunteer work or simply spending time together as a family.

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