Samantha Steeremail
Goldbook Financial - La Jolla
4275 Executive Square, Ste 450
La Jolla, CA 92037
Professional Story
I provide an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to fill them
Languages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Charitable Giving
- College Funding Strategies
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
- Military
- LGBTQ
- Investment Strategies
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