Teri is so knowledgeable in all things related to financial planning, especially for small businesses! She understands different tax strategies to help you get the most out of your small business. She also understands first hand how scary it can be to retire and not know if you'll run out of money so her goal it to make sure no one gets to that point!
Teri Sanchez(Owner) -
Thank you for the recommendation Elissa. I appreciate you more than you know.