As a financial professional, Natacha is dedicated to helping individuals and businesses build their financial futures. She is qualified to provide customized services across a broad range of fields including investment portfolio management, life and long-term care insurance, business insurance and benefits, 401(k) plans, and retirement planning. She holds the Series 7, 63, and 65 designations from the Financial Industry Regulation Authority (FINRA) along with holding her life, health, and disability insurance licenses.
Tax Strategies, Money Management, Individual and Business Retirement Plans, Financial Advisor, Comprehensive Financial Planning