Financial Literacy and Investing
Financial Literacy and Investing
Xpert Financial Care is focused on the financial wellness or families and individuals around the country. We provide confidential counseling, education service and training solutions enabling our clients to achieve a financial peach of mind.
Our mission is to create awareness and educate individuals on access to financial services, to create awareness on availability of various types of Financial Products and their features, to change attitudes to translate knowledge into behavior, and to provide aid and assistance to individuals on developing strategies for retirement planning, investing, saving and budget.
Regardless of background or income level, financially informed individuals are more capable of taking control over their financial circumstance and improve their quality of life, and ensure a more stable future for themselves and their families.
Our goal for all individuals:
- Empower Individuals to achieve their life goals through the practical and informed management of their financial resources.
- Helping individuals understand the basic tools and opportunities for investing.
- Teaching individuals investment strategies for navigating the stock market.
- Help instill in each individual the commitment to save toward the realization of their financial goals and their future financial security.
- Assist individuals in understanding and actively participating in the management of their investments.
- Better prepare all Individuals for their retirement years.
Services offered:
- Creating an emergency fund
- If you’re still in debt, let’s get out of it
- Understanding your paycheck
- Creating a personal budget
- Determining your financial goals
- Figuring out your financial position
- Planning for retirement
- Investing training and strategies
- Investing Coaching
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