As a financial planner, my niche is helping nurses and other medical professionals who often don't have time to eliminate debt, understand how to protect what matters most, or plan for retirement.
Community engagement requires elimination of judgment and an equitable approach. Everyone has different financial goals that evolve.
I’ve been in business for four years and my Dad was an advisor when I was growing up. Here’s an important lesson I’ll never forget: careful people earn interest while careless people pay interest.
As an independent associate with a broker, I have access to some of the top financial institutions with a suite of products like Nationwide, Prudential, Pacific Life, Transamerica, and more.
To book a call: calendly.com/seanhurdle/
A medical business owner concerned their paying too much in taxes.
A great referral for me is a medical proffessional that doesn't understand their retirement package and needs practical steps to achieve their financial goals.