ASK BREE & LISA - THE FINANCIAL STRATEGISTS

ASK BREE & LISA - THE FINANCIAL STRATEGISTS

Financial Services

Palm Bay, Florida 397 followers

Empowering modern women to achieve financial security l Risk-Free Investments l Tax-Free Strategies l Wealth-Building

About us

As we witness a transformative shift in financial landscapes, millennial women are at the forefront of this change. With statistics showing that over 60% of millennial women are taking charge of their finances, itโ€™s clear that this generation is committed to achieving financial independence and stability. However, many still face challenges in navigating the complexities of financial literacy. Challenges such as: 1. Student Loan Debt 2. Income Disparity 3. Lack of Financial Education 4. Balancing Multiple Financial Goals 5. Understanding Investment Options 6. Retirement Planning 7. Cultural and Social Pressures 8. Navigating Financial Products 9. Work-Life Balance and Career Advancement 10. Emergency Preparedness Together, we can address key areas such as: ๐Ÿ“Œ ๐˜ฝ๐™ช๐™™๐™œ๐™š๐™ฉ๐™ž๐™ฃ๐™œ ๐™–๐™ฃ๐™™ ๐™Ž๐™–๐™ซ๐™ž๐™ฃ๐™œ: Developing strategies to maximize your income and savings. ๐Ÿ“Œ ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ข๐™š๐™ฃ๐™ฉ ๐™‹๐™ก๐™–๐™ฃ๐™ฃ๐™ž๐™ฃ๐™œ: Understanding how to grow your wealth and secure your future. ๐Ÿ“Œ ๐˜ฟ๐™š๐™—๐™ฉ ๐™ˆ๐™–๐™ฃ๐™–๐™œ๐™š๐™ข๐™š๐™ฃ๐™ฉ: Crafting effective plans to manage and reduce debt. ๐Ÿ“Œ ๐™๐™š๐™ฉ๐™ž๐™ง๐™š๐™ข๐™š๐™ฃ๐™ฉ ๐™Ž๐™ฉ๐™ง๐™–๐™ฉ๐™š๐™œ๐™ž๐™š๐™จ: Ensuring you have a solid plan for a comfortable retirement. ๐Ÿ“Œ & ๐™จ๐™ค ๐™ข๐™ช๐™˜๐™ ๐™ข๐™ค๐™ง๐™š! With personalized guidance tailored to your unique circumstances, I aim to make financial literacy accessible and engaging. By partnering together, we can navigate the financial landscape with confidence and create a brighter future. Letโ€™s work together to transform your financial health and empower you to achieve your goals! Visit our landing page! >> sites.google.com/view/breonna-lisa-gfi/home

Website
https://sites.google.com/view/breonna-lisa-gfi/home
Industry
Financial Services
Company size
51-200 employees
Headquarters
Palm Bay, Florida
Type
Self-Employed
Specialties
Retirement Planning, Mentorship, Coaching, Life and Health Insurance, Personal Development, Leadership Development, Communication, Wealth Accumulation, and Annuity Specialist

Locations

Updates

  • If not you, do you know anyone who is interested in learning more about tax-free strategies that protect and accumulate your wealth? ๐Ÿ‘‡ ๐Ÿ‘‡ ๐Ÿ‘‡ askbreeandlisa.com

    View profile for Lisa Matthews, graphic

    แด‡แดแด˜แดแดกแด‡ส€ษชษดษข แด›สœแด‡ แดแดแด…แด‡ส€ษด-แด…แด€ส แดกแดแดแด€ษด แด›แด แด€แด„สœษชแด‡แด แด‡ [สŸแด€๊œฑแด›ษชษดษข] ๊œฐษชษดแด€ษดแด„ษชแด€สŸ ๊œฑแด‡แด„แดœส€ษชแด›ส. | ส€ษช๊œฑแด‹-๊œฐส€แด‡แด‡ ษชษดแด แด‡๊œฑแด›แดแด‡ษดแด›๊œฑ | แด›แด€x-แด‡๊œฐ๊œฐษชแด„ษชแด‡ษดแด› ๊œฑแด›ส€แด€แด›แด‡ษขษชแด‡๊œฑ | แดกแด‡แด€สŸแด›สœ-ส™แดœษชสŸแด…ษชษดษข ๊œฑแดสŸแดœแด›ษชแดษด๊œฑ

    Dirty 30 hitting you hard ladies? We all had this idea, when we were young, about where we would be by the time we were 30, I know I did. It's disappointing when you glance up and realize you're not: ๐Ÿ“Œ Financially set up for success ๐Ÿ“Œ Owning your own home ๐Ÿ“Œ Not allowing your money to make you more money (compound interest) No shame though, I get it, I was exactly where you are... This is your sign to TAKE ACTION! YOU can get your roadmap to financial success today! Comment "DIRTY 30" for more info ๐Ÿ”—

  • ๐’€๐’๐’–๐’“ 30๐’” ๐’‚๐’“๐’† ๐’‚๐’ ๐’†๐’™๐’„๐’Š๐’•๐’Š๐’๐’ˆ ๐’…๐’†๐’„๐’‚๐’…๐’† ๐’‡๐’Š๐’๐’๐’†๐’… ๐’˜๐’Š๐’•๐’‰ ๐’ˆ๐’“๐’๐’˜๐’•๐’‰, ๐’๐’‘๐’‘๐’๐’“๐’•๐’–๐’๐’Š๐’•๐’Š๐’†๐’”, ๐’‚๐’๐’… ๐’๐’†๐’˜ ๐’‡๐’Š๐’๐’‚๐’๐’„๐’Š๐’‚๐’ ๐’„๐’‰๐’‚๐’๐’๐’†๐’๐’ˆ๐’†๐’”. As a financial strategist, I'm here to help you navigate this pivotal time with clarity and confidence. Whether you're balancing student loans, planning for a family, or aiming to invest wisely, strategic financial planning is key. Let's work together to craft a personalized roadmap tailored to your goals and aspirations. ๐™€๐™ญ๐™ฅ๐™ก๐™ค๐™ง๐™š ๐™›๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก ๐™จ๐™ฉ๐™ง๐™–๐™ฉ๐™š๐™œ๐™ž๐™š๐™จ ๐™ฉ๐™๐™–๐™ฉ ๐™š๐™ข๐™ฅ๐™ค๐™ฌ๐™š๐™ง ๐™ฎ๐™ค๐™ช ๐™ฉ๐™ค: โœจ ๐™Ž๐™š๐™˜๐™ช๐™ง๐™š ๐™ฎ๐™ค๐™ช๐™ง ๐™›๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก ๐™›๐™ช๐™ฉ๐™ช๐™ง๐™š โœจ ๐˜ฝ๐™ช๐™ž๐™ก๐™™ ๐™ฌ๐™š๐™–๐™ก๐™ฉ๐™ ๐™ฉ๐™๐™ง๐™ค๐™ช๐™œ๐™ ๐™จ๐™ข๐™–๐™ง๐™ฉ ๐™ž๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ข๐™š๐™ฃ๐™ฉ๐™จ โœจ ๐™‰๐™–๐™ซ๐™ž๐™œ๐™–๐™ฉ๐™š ๐™ข๐™–๐™Ÿ๐™ค๐™ง ๐™ก๐™ž๐™›๐™š ๐™ข๐™ž๐™ก๐™š๐™จ๐™ฉ๐™ค๐™ฃ๐™š๐™จ ๐™ฌ๐™ž๐™ฉ๐™ ๐™š๐™–๐™จ๐™š Your journey to financial success starts now! Reach out today to schedule a ๐˜ค๐˜ฐ๐˜ฎ๐˜ฑ๐˜ญ๐˜ช๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ข๐˜ณ๐˜บ consultation and take the first step towards achieving your financial dreams.

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  • View profile for Breonna Moore, graphic

    Empowering Modern-Day Dreamers to Achieve Financial Freedom ๐Ÿงญ | Truck Driver turned Wealth Strategist | Entrepreneur + Podcast Host ๐ŸŽ™

    Continuous improvement is better than delayed perfection. -Mark Twain Moral of the story: JUST DO IT! You know, the "it" you've been putting off for so long? The project. The career. The book. The gym. The health & fitness. The podcast. The website. The business. Whatever it is... you should start doing it. Embrace the imperfections of the beginning of something new. The right time is always right now.

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  • THIS!

    View profile for Breonna Moore, graphic

    Empowering Modern-Day Dreamers to Achieve Financial Freedom ๐Ÿงญ | Truck Driver turned Wealth Strategist | Entrepreneur + Podcast Host ๐ŸŽ™

    With a student athlete background, I can whole heartedly confirm that this list is perfect for bringing out the best in a team environment. And as a growing leader in business, I want to get back to my childhood roots of being a great teammate and captain. I love what playing sports did for my mind, body & spirit as a kid. And now I'm ready to implement all those lessons for my growing team and business! I'M FIRED UP!!!!

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  • "A good man leaves an inheritance to his children's children, but the wealth of the sinner is stored up for the righteous." -Proverbs 13:22 All my childhood years I spent in the church, but I never knew how much the bible mentions wealth and the importance of being a good steward of your money. I'm grateful to be in a position to serve others on their journey towards financial success!

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  • ๐™ป๐š’๐š๐šŽ ๐š’๐š—๐šœ๐šž๐š›๐šŠ๐š—๐šŒ๐šŽ ๐š’๐šœ ๐šŠ ๐šŒ๐š›๐šž๐šŒ๐š’๐šŠ๐š• ๐š™๐šŠ๐š›๐š ๐š˜๐š ๐šŠ ๐š ๐šŽ๐š•๐š•-๐š›๐š˜๐šž๐š—๐š๐šŽ๐š ๐š๐š’๐š—๐šŠ๐š—๐šŒ๐š’๐šŠ๐š• ๐š™๐š•๐šŠ๐š—.

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  • ๐‘ญ๐’Š๐’๐’‚๐’๐’„๐’Š๐’‚๐’ ๐‘ท๐’๐’‚๐’๐’๐’Š๐’๐’ˆ: It's not just about accumulating wealth; it's about gaining control over your finances so you can ๐™ก๐™ž๐™ซ๐™š ๐™ก๐™ž๐™›๐™š ๐™ค๐™ฃ ๐™ฎ๐™ค๐™ช๐™ง ๐™ฉ๐™š๐™ง๐™ข๐™จ.

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  • View profile for Breonna Moore, graphic

    Empowering Modern-Day Dreamers to Achieve Financial Freedom ๐Ÿงญ | Truck Driver turned Wealth Strategist | Entrepreneur + Podcast Host ๐ŸŽ™

    Change is the ONLY constant! Be okay with the constant motion of change because there's always a way to adjust to it. Be okay with discomfort because being comfortable is detrimental to your success. Be okay with letting things go because holding on to things will prevent you from gaining new things.

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  • ๐Ÿ“Œ ๐•„๐•ช ๐•›๐• ๐•“ ๐•š๐•ค ๐•ฅ๐•  ๐•ฅ๐•–๐•๐• ๐•ช๐• ๐•ฆ ๐•’๐•“๐• ๐•ฆ๐•ฅ ๐•๐•š๐•—๐•– ๐•š๐•Ÿ๐•ค๐•ฆ๐•ฃ๐•’๐•Ÿ๐•”๐•–, ๐•Ÿ๐• ๐•ฅ ๐•ฅ๐•–๐•๐• ๐•ช๐• ๐•ฆ๐•ฃ ๐•—๐•’๐•ž๐•š๐•๐•ช ๐•ฅ๐•™๐•’๐•ฅ ๐•ช๐• ๐•ฆ ๐•™๐•’๐•• ๐•Ÿ๐• ๐•Ÿ๐•–. As a financial professional, I cannot stress enough the importance of protecting your loved ones with the right financial tools. One of the most valuable ways to ensure your family's financial security is by investing in life insurance. Life insurance is not just a policy, it's a promise to your loved ones that they will be taken care of financially in the event of your passing. Whether you are the primary breadwinner or a stay-at-home parent, having life insurance can provide peace of mind and protection for your family's future. By investing in life insurance, you are insuring your love and commitment to your family. It can help cover expenses such as mortgage payments, college tuition, and everyday living costs, ensuring that your loved ones can maintain their standard of living even after you're gone. Don't wait until it's too late to protect you and your family's financial future.

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