Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

 

Can You Trust The Advice You're Getting From Your Benefits Advisors?

      What is a Financial Essentials Education Workshop?

Finally!! Financial Education Without Product Solicitation

Finally!! Financial Education Without Product Solicitation

 

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Cheryl L. Bernstein, CFP

Wendy I. Morgan, CPA

 

Click Here to Read the Los Angeles Times Article Entitled "Unions' Advice is Failing Teachers."

For years, your unions have been treating you like children, telling you that you need to pay their fancy financial advisors for information, because you can't learn how to handle your own money...that is nonsense.  With a little financial education, you will be able to pick the mutual funds that are best for you, the insurance policies that will best protect you, and have enough financial confidence to know that a "financial advisor" won't ever be able to take advantage of you again!

Financial Essentials Unbiased Financial Education Workshops are a great way for you to learn the information you need to know to make better financial decisions.