Our very first course! This shares not only why to have a planner, but what to look for in one.
Need employees to FINALLY understand exactly why to max your offered match? We got you!
We'll give your employees 30-minutes one-on-one financial counseling after each course.
The Financial T is an independent agency. We sell NO insurance or investment products during our training sessions.
When the employees are given objective information, they can make the best decisions for themselves. This is not only to their benefit...
Implementing "Tina's Tidbits" will give an opportunity for a better retirement for the employees, but a tax break for you, the employer.
611430 Professional Management
523930 Investment Advice
523999 Misc Financial Investment Activities
B547 Special Studies/Analysis-Accounting/Financial Management
R710 Support – Management: Financial
We are a 100% women-owned small business. We are also a Service Disabled Veterans small-owned business.