Anna Felix Smart Money Strategist

Why I Do This Work?

Building Strong Futures

When I became a widow a little over a decade ago, I felt so much fear and uncertainty about my financial future. As I searched for help, it became clear that a better system was needed. I found the best money strategies, and now I help women banish fear about their money situation, and instead empower them with safe growth and confidence.

Building Strong Futures

I’m passionate about helping women implement smart money strategies in their lives. My goal is to safeguard the dreams you've strived to achieve, and the assets you have worked so hard to accumulate. I use proven strategies designed to legally divorce the IRS in your retirement, to build your own bank that you can utilize whenever you nee

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Why do I need a financial consultant?

A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

What are my options?

There are many ways to ensure financial growth and reach your goals. Some options are savings strategies, spending plans, insurance, and tax strategies. Your goals decide which approach is right for you.

Can you help me plan for retirement?

Yes! We can help you figure out what you need to do to retire at your desired age, and if possible, create some tax free retirement money. We can also assist with college funds for kids, life insurance and estate planning.