Roxanne H DeJesus, RFC
As a business owner for over 20 years in northern California I have seen our economy evolve and have seen people fall short of their retirement goals. I have seen my three children's future become economically perilous, and now with the pandemic comes uncertainty. My goal is to make sure my clients are certain their retirement goals are met. And you live the retirement you deserve.
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There are many strategies out there to help you live a better life with less stress and better outcomes. Whether you are looking for an opportunity to generate income or ways to eliminate debt, we can help.
From wealth accumulation strategies to saving on interest payments and taxes, there are many tools and strategies available out there.
Learn your options.
Ready to get your finances in order and get more out of your money? Let's work together to figure out what plans of action you should take with your finances.
Worried about retirement? Losing your retirement money to market crashes? We have ways to protect your money and provide you the retirement you deserve.
Dreaming of your kids going to college but afraid of generating debt for them or for you? There are college funding strategies that will keep you and your kids debt-free.
Working together with the top companies in the Financial Industry.
“Roxanne loves to work with people. She is a great professional who can build a meaningful relationship with her clients.״
“Roxanne never stops learning to be able to offer up to date, cutting edge strategies to her clients.״
“Roxanne has a great support system for her clients and recruits and that is awesome for who is just starting out.״