Catherine Zieman, CIMA®, CFP®, Vice President, Wealth Advisor in Palm Beach, Florida.
“If you do not ask the right questions, you do not get the right answers.” Edward Hodnett.
Statistics show that 75% of the future wealth will be controlled by women yet 86% of women don’t know how to invest or choose a financial service. The good news is that by combining the right questions with your intuition, regardless of your age or life’s status, you can make the best choices regarding your financial well-being. And you don’t have to know everything about investments just become aware of the “red flags” and a few key terms. I will be happy to send you the guide book which will help you have an impactful meeting with your financial advisor just contact me at [email protected] or call 561-350-1230.