Janet Grace Beers Attard, MBA

J. Oliver Maxwell, LLC

We Are Driven To Achieve Long Term Financial Results

Wealth Management Advisory / CRD 155656

San Francisco San Francisco, CA 94111 USA

Janet Grace Beers Attard, MBA

Wealth Management Advisory / CRD 155656

San Francisco

San Francisco, CA 94111 USA

Knowledge

Knowledge

Plan Your Financial Future 1. TALK We'll listen as you explain your needs, dreams and fears. Let us explore the financial markets, long term growth of assets. We Intrigue you about the markets putting you in a place to start NOW setting up your personal road map to pay off debt and grow wealth. 2. SAVE LIKE CRAZY We focus on your financial future, so you do not reach your golden years unprepared. The most basic way is to start is automatically, and regularly paying yourself into a 401K or 403B systematic achieving monthly savings goal. If you are not where you believe you need to be to retire, consider extending your working years to achieve financial goals. 3. RELAX We advocate you stay disciplined, stay hungry, focus on the long term goal. Because we have gone this road, paid down debt and created a secure retirement account we know the road we mentor. Allow us to guide you on your journey to financial independence.





Thank You

Feel free to check out some of my recent newsletters

Janet Grace Beers Attard, MBA
I'm sorry I missed you! Please leave me a message.

By shifting your mindset around money, being disciplined and intentional, you pay off debt and automate your finances. I share simple actionable steps to stop living paycheck to paycheck, to remove debt and to attain financial freedom. You have what it takes to reach financial independence, live the life of your dreams, leave a legacy for your family.