Rita

Ceo/Pres

Active

119 Powers Ferry Rd
Marietta, GA 30067, US

404-667-6946

Average Rating: 5 stars (based on 1 rating)

Professional Profile

I am an Accountant, License Professional and Certified Financial Educator to help clients with their taxes, health benefits, retirement planning, business planning, and investment management. My main focus is to provide Financial Education they deserve. Financial education isn’t an option. It’s a necessity. No one should care more about your financial future more than you. Understanding your financial situation and strategy is a priority, especially when faced with the challenges and uncertainty of today’s financial climate. Financial Literacy for Individuals and Organizations all over North America. With over 15 years of experience in the Financial Services Industry, I have educated and helped many families with their financial needs. I am Certified in Long-Term Care and certified as a Registered Social Security Analyst. I have been a resident of GA for over 20 years with a degree in Accounting. I am a wife and a mother of two wonderful children Hannah and Hayden.

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    Real Stories from Real People

    Most People Leave Money on the Table

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    “I wholeheartedly recommend Rita Lakes to anyone seeking comprehensive and trustworthy financial services. Her personalized approach, knowledgeable professional, and commitment to client success make them a standout choice for anyone looking to secure their financial future.”

    Abe