Wir klären am Telefon Ihre Fragen.

Wann und wo Sie wollen

Nichts ersetzt das persönliche Gespräch mit Ihnen. 

In einem ca. 1-stündigen Gespräch, online oder auch offline möglich, möchte ich gerne zeigen was meine Arbeitsweise besonders macht. Wir klären deine offenen Fragen und du lernst den Aufbau einer Finazplanung näher kennen. Das ganze ist für dich kostenlos und unverbindlich.

Du bist dir nicht sicher, ob deine aktuellen Verträge noch zu deiner Situation passen oder ob du generell richtig abgesichert bist? Gern prüfe ich deine aktuellen Verträge, erstelle dir eine Übersicht und bespreche mit dir ob die Leistungen noch zu dir passen.

Please select this option if you would like to include Aflac Policies in your enrollment. You may also include Short Term Disability, and Term to Age 100 Life Insurance (not affiliated with Aflac) during the webinar.

Please select this option if you DO NOT wish to include Aflac Policies in your enrollment. The application for Short Term is completed over the phone and does not require a webinar. Term to Age 100 Life Insurance is also available with this option. *Please note that Amalgamated Short Term Disability and 5 Start Term to Age 100 Life are not affiliated with Aflac.

Do you need life insurance? Do you need a review of your current policy? I can help!

Request here for information on Annuities

We have multiple carriers that provide coverage for children. Do you need coverage for your children or grandchildren?

Our 1:1 30 minute discovery call gives us an opportunity to learn more about our clients and their business needs. Whether your in the market for consulting, marketing , or finance our team is ready to help address all your concerns.

The 15 minute clarity call is to evaluate and confirm expenses that you may be unaware you can claim in your accounts towards your self assessment

At Share Wealth Systems, finding easier, more effective ways to deliver fantastic returns for your nest egg has been our single driving passion. It doesn’t matter if you’re a seasoned investor or a first timer just wanting the best return for your retirement nest egg or other invested monies, our ever evolving, ever simplifying self-directed investing approaches and unrivalled support will ensure you see nothing but the very best investment success.

Owensgrowth Bookkeeping provides Virtual Bookkeeping / Accounting Services to a broad range of small business owners across America. We do what business owners do not have the time to handle, stress-free Bookkeeping Services. Our clients focus on their business, while we cater to their financial books.