Budgeting and banking fundamentals are at the core of financial health, so let’s show you how yo use your income wisely.
The topics to be included are Budgeting & Banking Basics, Income & Paychecks, and Financial Safety. Each topic will be about 15 minutes each for a total of 45 minutes and conclude with Questions & Answers.
As a Financial Advisor, Michael Reyes believes in being an advocate for his clients and their families .He serves as trusted advisor to families, retirees, corporate executives, business owners, and professionals. Michael has accumulated the experiences necessary to collaborate with his clients on the process of wealth accumulation, capital preservation, income planning and family/legacy planning. With a focus on process and not product, Michael has adopted a client-centered approach to help him better understand what is truly important to client’s lives.