Financial Advisor - Insurance, Investments, Ideas.
Courtney Blenner is a financial advisor with a niche in the creative space. She prides herself in keeping financial planning easy, motivating, and actionable. Courtney understands that creative professionals often don’t follow a linear path. She works with her clients to ensure financial security, regardless of where life takes them.
Courtney can answer questions / mentor about:
- How to Be Financially Secure
- When and How to Purchase Different Types of Insurance
- How to Save for Retirement
- Small Business Planning / Questions
- Portfolio Management
- Business Plans/Planning
- Buy/Sell Funding
- Key Person Planning