Breaking the Change 

Money and finance have become difficult to understand. Every person has to be able to take control of their financial literacy. Having a foundation of knowledge to make informed decisions regarding money is paramount to financial success.
Breaking the change draws on 3 decades of industry experience working with mutual fund companies, banks, insurance companies, mortgage lenders, brokerage firms, real estate companies, and other financial organizations as they work to get a piece of their client’s hard-earned money. Insight is provided to gain an advantage when working with these institutions to learn how to get them to benefit you.

Join the change and subscribe to our newsletter (https://breakingthechange.substack.com/), listen to our podcasts, and engage in our videos so you can Break the Change and have more understanding of the financial industry.