www.360MoneyCoach.com ~~~~~~~~~ Financial Planning & Wealth Management

Have you received Jesus Christ as your Lord and Savior?

Yes

I believe that Jesus is the Christ the one and only begotten Son of the living God

Yes

I strive to honor the Lord Jesus in my business practices.

Yes

My home church is:

Colonial Hills Baptist Church

I live and work in the state of:

Indiana

I live in the state county of: (IF OUTSIDE THE USA, LIST YOUR COUNTRY HERE)

Hamilton

I live in the city of:

Westfield

My company name is:

Money Concepts

My title responsibility in the company is:

Vice President

My business is located in the following COUNTY (i.e. Marion County)

Marion

My business is located in the city of:

Indianapolis

You are welcome to contact me via phone at:

317-841-0370x15

The category that best describes my business is:

Services – Personal & Professional

I offer the following products/services:

Financial Planning and Wealth Management

My target market(s) are:

Pre-retirees & at retirees
Younger affluent professionals looking to achieve other financial goals such as college education, protection needs, and tax advantaged growth

Territories I can serve well with my products and services are:

Primarily central Indiana

Currently I am looking for the following type of client(s):

Pre-Retirees or younger affluent professionals

My best affinities are:

Existing clients who we have already helped make smart decisions about their money so they are better equiped to live out their financial dreams.

Business address to be used for a CBNA Google Map:

7828 East 88th. Street Indianapolis, IN 46256

Website:

http://www.moneyconcepts.com/rmoritz