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Shirley W.

Founding Member and Director of Member Presentations

Location:

Allen, TX
Hometown: Fairview, TX

Member since:

August 31, 2010

Introduce yourself to the group:

I am an independent CFP and CCPS, specializing in developing comprehensive financial plans for my clients. Additional specialties are college, retirement, social security planning and helping women in transition develop a plan for their finances.

What profession or industry do you represent?

Financial Planning and College Counseling/Planning. I own Investment Services Center and College Counseling Services.

Have you checked our main page to make sure no one else in our group is currently providing your same product or service?

Yes.

Have you been involved in networking groups before, or do you wish to meet with leadership to learn a bit more about the group?

I am Ambassador Chair and on the Board of Directors for the Allen Chamber, an active ABWA networker and have attended many other networking groups and functions.

Introduction

It is my mission to help people develop a workable financial plan for their lives that will enable them to enjoy good financial health and the peace of mind that comes from knowing that they are making sound financial decisions.

What Shirley W. is saying about this Meetup Group

A great group.


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