Taubman Financial Management

I'm evolving - and excited to share the news! After many years serving clients as Innovative Financial Management, I'm excited to announce that my agency is now Taubman Financial Management. The name reflects my personal commitment to continue to help clients plan, build and protect a legacy of their own and hire agents who want to help others do the same. New name, same mission.

For more info, check out my website! www.taubmanfinancial.com

I had such a great time with all these wonderful agents at our Phoenix Bootcamp last Saturday! Thank you to all who came and especially those who listened to my talk on resets. You know where to find me if you have any questions!