Client Bio and Overview:
George is a Texas based accountant.
Even though he is an accountant, and has significant knowledge related to stock market investments, he wanted just a little more information pertaining to stock market education.
Solution that We Used to Solve the Scenario:
- He invested in one-on-one coaching, which focused on his specific investment needs and goals.
- He used the unlimited email support, service.
Are you seeking to get Investor Ready and build your retirement profile?