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Home > Business & Finance > Business Planning > Fern Alix LaRocca CFP
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Fern Alix LaRocca CFP
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in: Business Planning
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Rating:
(Read all 1 reviews)
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Languages: English
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I can help you take your business to the next level or help you structure your finances to achieve the lifestyle you want and deserve.
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Degrees
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CFP® , Enrolled Agent, Registered Investment Advisor
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My Expert Service
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WHOLE
I will coach you to feel whole again, to reduce the confusion and make things happen in your life. You will stop feeling embarrassed, naïve or at a loss about what financial direction you are going.
HEARTED
You'll put into practice the values you hold dear in your life. Let's work together to change the things you can and manage the things you can't. Goals will be prioritized and your achievements will be benchmarked.
WAY
The path starts with a clear vision. Together we'll evaluate where you are and where you want to be. You'll feel more abundance in your life. Individuals, who plan, have significantly higher wealth than those who don't.
More than 40% of the US Labor force will reach the traditional retirement age by the end of this decade, according to a new study by the Conference Board, a New York research organization. In the next seven years, the number of US workers between ages 55 and 64 will grow 51% to 25 million, meaning the fastest-growing portion of the work force is the one at most risk of retiring soon. How will you retire?
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Experience & Qualifications
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I am a Certified Financial Planner™
Enrolled Agent (Enrolled to Practice before the Internal Revenue Service)
Founder of Advanced Financial Designs
A fee-only financial planning, investment and tax planning firm
Registered Investment Advisor
Graduate of Corporate Coach University
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews (Read all 1 reviews) |
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 by Isaac M on Apr 2 2009
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(Read all 1 reviews)
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Contact
Fern Alix LaRocca CFP
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Home » Business & Finance » Business Planning
» Fern Alix LaRocca CFP
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