C.H.A.M.P. Financial and credit repair Gary, Indiana
Owner January, 2004 to Present
· Developed and implemented financial plans for individuals, businesses and organizations, utilizing knowledge of tax and investment strategies. Calculated and quoted premium rates for recommended policies, using calculator and rate books. Referred clients to other establishments to obtain services outlined in financial plan. Maintained contact with clients to revise plans based on modified needs of clients and changes in investment market. Analyzed clients' financial status, developed financial plans based on analysis of data and discussed financial options with clients regarding commodities, insurance, pension plans and real estate for reestablishing greater positive Net Worth.
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