Business of the Month - Planning Within Reach, LLC

Date: 
Thursday, 01/08/15

 

Planning Within Reach Owner and SmartSPACE tenant Linda Rogers offers expert financial planning for working professionals and young families in San Diego.
 
The time to plan for your children’s education and retirement is now. How much should you be saving? Where should you invest your money? What options do you have for the future?
 
Linda helps families in San Diego County get their finances in order.  "My typical client knows they should be saving for retirement and college, but at the same time they are outgrowing their apartment or house, and maybe even their car.  They don’t know where to start and feel paralyzed.  I help them get organized, create a plan and hold them accountable." 
 
Having been in business for two and half years now,  Linda believes in taking a personal approach instead of inputting data in a “one-size-fits-all” software program. We learn what you want and need for your family. With our personal guidance, we’ll help you take control of your finances and make wise decisions for the future.
 
Linda is a CERTIFIED FINANCIAL PLANNER™ Professional with a Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics at Villanova University. She earned her Enrolled Agent in 2013 and has more than eight years’ experience in the financial services industry, including service as a planner and advisor at a premier wealth management and investment firm in San Diego.
 
Linda started Planning Within Reach to provide practical financial advice to working professionals and families with children.
 
Contact her today!
 

Phone:          619.567.9306

Email:           Linda@PlanningWithinReach.com
Web:             www.planningwithinreach.com
 

 

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