Joy Simar
Financial Planner at Pruco Securities, LLC
- Role
- Financial Planner at Prudential Financial
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joy Simar
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Dec 2018 — Present
Skills
- Wealth Preservation Planning
- Succession Planning
- 401k Rollovers
- Small Business
- Life
- Key Person Protection
- Multi-Generational Planning
- Estate Planning
- Retirement Planning
- Time Management
- Key Person Insurance
- Investments
- Retirement
- Annuity Sales
- Licensed Life Insurance Agent
- Legacies
- Insurance
- Protection Planning/Family Security
- Asset Protection
- Thought Leadership
- Gifting Strategies
- Multi-Generational Wealth Transfer
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