What is your primary service or product?
Financial Studio provides the opportunity to assess the financial and tax issues of individuals, families, companies and employee programs by drawing on a wide array of product, resources and relationships to empower and engage an improved bottom line. We service the areas of lifestyle protection (life/health insurance/Group Plans), wellness solutions (corporate/employee services) and wealth creation/preservation (investments/estate planning).
When was your organization founded and what is its history?
Financial Studio was founded in 2007. As Principal Consultant, my role is research and complimentary recommendation to product/resources/experts. Licensed since 1983, I can underwrite life, health, investment and Group Benefits/Pensions. I have held several sales and management positions within
What makes your organization unique?
We think and design outside the box ~ the ‘Studio’ solutions incorporate the most innovative and tax/cost efficient approach possible. Our work is with leading edge solutions and our focus is on cost containment. Advice and direction is provided with an innovative edge based on a broad understanding of products, refreshed by evolved research and interaction with experts in the field.
Who would be a good client for you?
Busy individuals and professionals interested in being progressive and financially organized, open to second opinion and new ways to bring forward success.
What does being a member of the OGLCC mean to you and your organization?
Membership in the OGLCC provides a comfortable atmosphere where we can promote our craft and network in an environment surrounded by knowledgeable and creative people.
Visit Financial Studio online.
