Malinda Larsh in Duncan

Description:
A 25-year career with a big bank gave me a unique view of bad situations that arise when people don’t plan ahead. Newly widowed starting from scratch while coping through loss, people relying on employee benefits only to find out in a crisis that they aren’t covered, seniors battling bill collectors or considering bankruptcy, people absolutely miserable at work but sticking it out for the pension. What if I told you all of these situations can be avoided?
I am Malinda Larsh, a financial consultant. I open a conversation about your relationship with money, consider goals and concerns then design and deliver a tailored financial plan. I am compensated through ongoing management of your investment, insurance, and mortgage needs.
Trained in coaching to high performance, my best work is done with goal-oriented individuals. I am looking for financial delegators that are comfortable working with me digitally and happy to provide info then let me take care of the details.


Products & Services:
Investments
Retirement Planning
Home Ownership
Estate Planning
Tax Planning
Insurance
Cash Management
Business Ownership.

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