Meghan Mitchell
Financial Advisor @Qx Financial
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WORK HISTORY
Financial Advisor @Qx Financial
US
At QX Financial, I provide expert advice on personal budgeting, debt management, investment opportunities, life insurance choices, disability and Long Term Care policies and various other financial subjects. I work closely with you to understand your financial goals, needs, and values and develop strategies to help you achieve them. I educate you on financial literacy, financial products, and financial solutions. I build long-term relationships with you and provide ongoing support and guidance.I also stay up-to-date with current tax legislation and financial product developments, so you can benefit from the latest opportunities and avoid potential pitfalls. I develop and maintain relationships with other financial professionals, who offer guidance on legal, estate management, and personal tax planning. I help you protect your assets through life insurance products, disability and Long Term Care, to make sure that you never have to start over, no matter what comes your way.Whether you are just starting out, planning for retirement, or somewhere in between, I can help you achieve your financial dreams. Contact me today for a free consultation and see how I can make a difference in your financial future. QX Financial - your partner for financial success.
EDUCATION
Imperial Business School
Pre MBA, Finance Essentials
Estácio
Associate's degree, Business Administration and Management, General
Mortgage Educators and Compliance
Pre-License, Mortgage Loan Officer
ABOUT MEGHAN MITCHELL
Ready to empower your money and life with expert advice? Let\'s chat! https://calendly.com/meghan-qx/30minEmpower Your Business’s Financial Future with Personalized AdviceWhy Partner with Me? As a small business owner with up to 10 employees, every financial decision is pivotal. I offer expertise in cash flow management, tax-free retirement, and financial independence, ensuring your business thrives and your dreams soar.My Story: From Dreams to Financial Freedom In 2019, I moved from Brazil to the US with a suitcase and a dream. Facing challenges similar to yours, I mastered small business finance and achieved financial freedom in four years. Now, I’m dedicated to guiding you on a similar path to success.No Hidden Fees: You won’t find any hidden charges here. All fees will be clearly outlined from the start, so you can make informed decisions about your financial future.Tailored Financial StrategiesCash Flow Management: Keep your business’s heartbeat strong with strategic planning and execution.Tax-Free Retirement: Plan for a future where your hard work pays off, tax-free.Be Your Own Bank: Command your financial destiny with structures that empower you to be independent.My Commitment: A Guarantee of Partnership I can’t promise specific financial outcomes, but I guarantee a steadfast dedication to your financial health. My risk-aware approach is designed to steer through uncertainties while capturing opportunities.Join my community of like-minded professionals and business owners. You’ll connect with others and share your experiences. You’ll learn from each other in a friendly and supportive environment.And just for kicks, here are some facts about me: I lived in Brazil and speak Portuguese. I am a bookworm. I love being in nature
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