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    Leslie's Avatar
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    Jun 2006
    north london
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    Default Carla DosSantos - Certified Financial Planner

    From today and into retirement, the responsibility for your success is something that we share with you. As your partner, our goal is to show you the way. We begin by defining your financial goals. We set a plan in place that includes regular maintenance and monitoring. And together, we achieve these goals. Financial success is defined by your personal goals. Our objective is to ensure those goals are reached...a destination we refer to as Point B.

    Carla DosSantos
    Certified Financial Planner

    Last edited by Leslie; 09-12-2013 at 11:51 AM.

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