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About Us

PanyWise Financial Services

Financial consulting that suits your needs

ABOUT US

I am a financial consultant with a master's degree in Business Administration and a license in Insurance. I help families and individuals acquire fundamental knowledge by teaching my financial firm's philosophy of "no family left behind." We are committed to educating individuals and connecting families with the tools and services they need to make informed choices to meet today's challenges. We teach simple concepts that help clients make tangible steps toward meeting their financial goals. We match clients with A+ rated companies and financial solutions that put their money to work. Through the power of choice, clients are building a secure future and vision for themselves and their families.  

SERVICES

CASH FLOW

Manage everyday expenses

Earn additional income

DEBT MANAGEMENT

Develop a strategy to minimize debt

Debt-free planning for custom budget

EMERGENCY FUND

Saving for unexpected life events

Integrate high-yield savings

INDUSTRY AT A GLANCE

Testimonials

Over 75% of Americans are anxious about their financial situation, while 68% fear not having enough money to retire.

- CNBC SELECT, 2022

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