Empowering women through life transitions with a roadmap to Dream, Plan and Enjoy.
Having lived for 18 years in Nevada and satisfied with the established business arrangement with my stock advisor, I didn’t think I needed advice about financial matters. But I was wrong. After you invited me to your seminar about financial planning, I decided to get another opinion. And very glad I did! You helped me to see what was likely to happen to me if I didn’t plan a better route for the rest of my life. Now that it is all transferred and settled into a more secure plan, I can relax and not worry about the market yoyoing and taking my investments with it. I can’t thank you enough and offer my service, if you need a confident client to encourage possible new ones, to share my testimony with. Many, many thanks."Dianne K
"I want to thank you for all that you have helped me and advised me with my investments for retirement. When 2 years ago, I was losing money in the wrong investments, you came to help me and change the whole situation. Today, I’m no longer losing, but yes adding. Since I started late in age, I do not have more time to lose. I hope that in the future you will be my children’s financial advisor too. Once again, Thank you very much and also thank you for your help with my income tax problems. God bless you."Celia A
"I have known you for 15 years. You have gently guided me through all my business transactions and helped me as a friend to put my life in order. I am 81 and have been widowed for 7 years. You met my boys and never forget to ask about family. When we get together, it’s a joy to catch up and you always spend time and never too busy to listen to my troubles. When we met I met I knew you were a Christian lady who gives her all. Blessings."Pat G
Rosa, Thanks for taking care of people & helping us live more peaceful.Kim B. - FL
Hi Rosa, We want to thank you for helping with squaring away our Retirement funds. You have lowered our stress levels a lot. Thank you again.Ross & Whitney - FL
The decision to invest in an Index Annuity at this stage of my life where I am no longer contributing to my IRA sure has given me peace of mind. All the best.Cindy M - KY
Ever since I started using Rosa Shala's financial guidance I'm able to sleep at night. I no longer watch the stock market fluctuations worrying how the market will react. She stays current on everything so that I don't have to. I'm able to enjoy my retirement knowing that my investments are as safe as they can be. She listens to my concerns before she tailors the best investment strategy for me.Joe & Barb - FL
Just a quick note to say I am so thankful to have met you, Rosa Shala! You have helped me by explaining how my money could be working and making me money, no matter what the markets are doing! You even helped point me in the right direction with my local banking needs and I definitely needed help, as my accounts were earning next to nothing! I have worked with another advisor for years but never have had things shown and explained the way you have. Also, never have I had access to the one-on-one conversations or zoom calls that you have taken time out of your schedule to approach my financial needs and questions. Thank you so much for discussing my finances in a way that is understandable. I truly hope that anyone looking for an advisor that is hands-on, will reach out to you. I am so thankful I did.Kathy L
Rosa, I want to thank you for our fruitful meeting today. I value your guidance and advice. I can tell you genuinely care about your clients. You've been able to help me plan for the future with consideration of what is important to me, my personal vision. One thing that I admire is that you pay attention to both micro and macro economics in your planning. You balance choices to be made regarding the best use of limited personal resources against discernment of the overall economy - consumers, markets, businesses, inflation, unemployment, the GDP etc. It's important to understand the complete picture and project accordingly. I feel sure I'm getting leading edge advice. I appreciate your expertise and look forward to speaking to you in January.Donna D.
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