Hello, I'm Amy Rose - your experienced go to source for help with your financial topic needs or live interviews with over 30 years of experience.
I started my career in the area of medical bad debt collections. Over the years I advanced to include experience in the following areas:
Corporate level inventory control.
Materials cost management.
Small business succession planning.
Over 25 years in the securities industry managing individual portfolios. I sold the portfolio managmement portion of my firm in early 2016.
Paid tax preparer.
Financial topic educator.
Established author. My books are for sale worldwide on most distribution platforms in soft cover, Kindle and Ebook editions. Here is a link to my Amazon listings:
I am a self-employed unbiased professional who has a wide knowledge base that encompasses many economic issues faced by individuals and small business owners to include but is not limited to the following areas:
Cash flow analysis and debt restructuring
Employee benefit plan designs
Business succession planning for sale, retirement or disability life changes
W2 to Contractor status transitions
Insurance ownership and beneficiary design
Charitable legacy planning
Eductionational Seminars open to the public or closed sessions
Income Tax planning and implementation for Individuals and Self-employed persons
On a personal note I reside in the beautiful U.S. Virgin Islands with my family. We were blessed to relocate here in early 2011 after living in the midwest all of our lives up to that point. We have embraced our new community where we are enjoying this opportunity to experience a "life do over". However, I am not limited geographically to any location to provide my services, analysis, presence, training or expertiese when requested. I am willing to travel throughout the Caribbean and I do travel stateside frequently. Web based meetings are available.