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From Devora’s Desk

From Devora's DeskPeriodically I like to share resources I think could benefit my friends and clients. You will find some of them posted here on this feed.  Some of these will be books that I am reading or have read, some of them will be downloads that could help you organize your personal finances that I thought could be helpful, and then there will be articles that I want you to take note of.  Many times, it might not have anything to do with insurance or finance. As all of you know…. I love to share, enjoy!

DOWNLOADS

Click here to download our ISAA Simple Budget Google Sheet Tool.

You can use the ISAA Simple Budget to get a start on helping you with your budget without our assistance. If you need to have more help, feel free to schedule a time to talk to us and we will be happy to point you in the right direction to get you on the right track.

 

BOOKS

Take a look at the following books I’ve read or am reading:

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Customer Reviews

...and is always looking for ways to serve us better!

RF
Richard F

Superior service both Heather and Devora are experts in this field.

CW
Carl W
5/5

Heather is hands down the best agent around!

JL
Jacob L
5/5

"She helped me for years to realize the importance of planning now for later."

GB
Gerena B
5/5

"I'm so grateful for their support, guidance, and proactive care."

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Shayla E