After 18 years in the financial services industry, Jeff found the best way to serve his clients was to establish Live It Wealth Management. By creating personal relationships, he can now provide personal and unique solutions to help reach the personal goals of each of his clients. Whether you are working to establish an Emergency Fund, Vacation Fund, of Christmas Fund, Live It Wealth Management can help. If you have a personal goal of a family trip to New York City to see a Broadway Show and make memories, Live It Wealth Management can help. Maybe your goal is a trip with your closest friends to a beach for weeks’ vacation, Live It Wealth Management can help. What if you want to retire early from your career and travel and see the world, Live It Wealth Management can help. What ever you want to Live, Experience, and Enjoy, we want to know, and we want to help you get there by doing personal investing with you.
