The former experienced financial advisor assists her clients with various financial transitions in life for more clarity and an even better future.
Tigard, OR – 3/27/23: Amerisal Financial is one of the most progressive companies paving the way for small business owners and individuals to combat financial struggles and become more empowered with substantial financial awareness. Headed by the highly experienced former financial advisor and insurance agent Lucia, the company continues to assist people in making informed financial decisions and looking at the bigger picture throughout the financial planning process. Some of their key services include financial coaching, life transition planning, retirement planning, financial divorce planning, and more.
There are several circumstances in life that can instantly affect an individual’s finances, savings, and income. From the death of a loved one to sudden unemployment, divorce, or career change, keeping track of finances and ensuring future financial protection are primary reasons why financial coaching is important in this day and age. Lucia at Amerisal Financial recognizes this need and offers comprehensive financial coaching solutions to help her clients gain clarity and make better financial decisions in the long run.
When asked about the approach toward her financial coaching solutions, she said, “I’ve always been passionate about doing something that brings a positive change to people’s lives, and thanks to my experience as a former financial advisor and accountant, my financial coaching helps my clients easily achieve financial success throughout their life transitions. An experienced financial coach can help clients align their realistic goals and work to empower clients in taking control of their finances to give them peace of mind. My approach is to help my clients gain clarity with the financial plan I develop for them. It begins with the discovery process and includes other aspects of financial planning like goal-setting, budgeting, making future plans, and assessing risks.”
Amerisal Financial plays a significant role in the process of taking major financial steps, such as reducing credit card debt, planning a divorce, trimming monthly spending, and getting a complete financial makeover. The company can be contacted on the details provided below.
About Amerisal Financial
Amerisal Financial is a financial consultancy and advisory company headed by the accountant, former corporate IRS auditor, and financial advisor Lucia. She specializes in assisting small businesses, individuals, women, and minorities with financial planning and consultancy to prevent the risks of financial vulnerability. Her 25 years of experience allows her to serve as an insurance agent, financial consultant, financial divorce specialist, and life transition planning consultant in Oregon.
Contact Amerisal Financial
Phone: 503-888-4088
Email: lreynolds.consultant@gmail.com
Office: 14125 SW 98th Ct
Tigard, OR 97224