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Financial
Fitness was co-founded by Rosemary Reid and Patricia Garson.
Rosemary
continues to be passionate about providing education and products
to meet your needs. The goal of
Financial Fitness is to help you plan and
organize
your financial affairs and insurance protection and to help you
understand and
manage your risks.
The
Financial Fitness model provides family and businesses with
solutions
and suitable options to fully fund their need for protection especially in times
of
transition.
Rosemary’s
free, confidential, educational and personalized fact finding method
will provide you with a customized plan outlining the Steps
To Financial Fitness
and financial independence. The
goal is to get you to a point where you are
willing to take responsibility for your own financial decisions.
After
earning your trust, confidence and your business, we will work to
regularly
review your progress and respond to areas that need attention and
make
recommendations.
Products
offered are from financially sound companies offering the best
solution
for your particular situation.
A flexible
and friendly approach with clients has established Rosemary as a
sought after professional happy to service the changing needs of her
clients
at all points in their life.
Please take a few moments to print off Rosemary's Financial
Fitness Test,
fill it in with your info, and send it to Rosemary by mail or fax.
Rosemary
A. Reid,
LUTCF, FICF |
During
more than 30 years of experience
in the insurance industry, Rosemary has
repeatedly earned recognition for meeting standards
of excellence. Rosemary
has been long recognized
for her commitment to meeting the needs of
her clients.
Rosemary specializes
in financial
and retirement planning, life, disability income
and long term care protection.
Many
of her clients have benefited from
decades of positive direction and continue to
use her services to meet their changing needs
and learn what steps to take to meet their goals. |
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