Episode 121, Strategies 4 Building Wealth with Yrlande Simon, NP
Yrlande Simon is a retired nurse practitioner with over 20 years in healthcare. In talking with people professionally and socially, she discovered that many worry about running out of money due to a life event or retirement. Since she has a passion for providing care for people and teaching, she discovered she can do both as a financial educator. Yrlande helps her clients get more out of their money by partnering to create and execute sensible financial and investment strategies. She offers goals-based advice, including a college savings plan for children and a nest egg in retirement. She provides several financial programs, such as asset protection, life insurance, and wealth transfer. Her mission is to encourage and empower those left behind by the conventional financial system and endeavors to help improve financial literacy and close the wealth.
#lifeinsurance #wealthmanagement #wealthtransfer
#money #makingmoney #universallife #termlife #wholelife #savings #sidehustle #teambuilding #investment #financialstrategy
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[email protected]
linkedin.com/in/yrlande-simon-57921baa
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instagram.com/yrlande_simon
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