The conductor of an orchestra plays no instrument, and makes no sound. From where does the conductor contribute his or her value? By igniting the imagination, the possibilities of each musician.
Likewise, through a well orchestrated process I call MoneyCapsules, I help our clients articulate what’s really important to them by igniting their imagination. This is especially important for Retirement Planning.
My greatest joy is to help you find your own financial voice and return to harmony. The performance of your financial symphony will be well received by all you love and all who love you, with one word. Bravo!
ERISA CONSULTING & TPA SERVICES : Cetera Retirement Plan Specialists
The Cetera team has decades of experience and is highly educated in the fields of retirement plan creation and employee benefit plan administration.
Cetera/First Allied entities are under separate ownership from any other named entity.
Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.
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