Amber

Amber is a single mom of two young children, balancing her responsibilities as a part-time dental hygienist with raising her children. She was introduced to the Everything Financial team during a pivotal moment in her life – a challenging and unexpected divorce. She found herself in possession of a significant sum of money and was unsure of how to manage it effectively. Amber knew it was important to secure her financial future and seek professional advice. 

She’s been working with Everything Financial for six years now, having had an Omni Formula plan for five of those years. Her experience has been markedly different from previous financial advisors she had consulted. Amber highlights several aspects that set Everything Financial apart from other providers. The team’s proactive approach in revisiting her long-term and short-term goals annually, their expertise in tax break structures, and their ability to offer more affordable life insurance policies are just a few examples. Not to mention an important RFP designation from her advisor, credentials she felt secure investing her future in.

Thanks to this partnership with Everything Financial, Amber is on track to her retirement goals without having to contribute additional monthly funds. This has allowed her to purchase and pay off her own home and to travel annually with her children, creating irreplaceable memories for her and her family. She feels a deep sense of gratitude for the peace of mind, financial stability and comfort she has achieved with Everything Financials’ help.

For Amber, financial freedom means living without constant worry about every penny. It allows her to enjoy daily life and indulge in the things she loves, like spending time with loved ones, attending concerts, playing the drums, working out, camping and traveling.

Her words of advice? Amber encourages her friends and family to plan early and find the same financial plan. She says, “Talk to Everything Financial to plan for your future, invest, and find all the tax breaks you can. They’ve helped me live comfortably and securely – it is priceless.” No matter where you’re at in life, our dedicated and knowledgeable financial team can help. Your financial freedom is just around the corner. Contact us today to start your journey.