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Podcast: Business Innovators Radio
Episode: Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing Qualified Funds-How is Too Much?
Description: Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passio...