Monica Teixeira
Embracing Diversity, Equity, and Inclusion
State(s) Licensed: DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, OH, SC, TN, TX, WA, WI
Languages Spoken: English, Portuguese
8270 College Parkway Suite 104
Fort Myers, FL 33919
Embracing Diversity, Equity, and Inclusion
State(s) Licensed: DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, OH, SC, TN, TX, WA, WI
Languages Spoken: English, Portuguese
Financial Guidance with Empathy and Understanding
Having seen firsthand how financial insecurity can limit lives and postpone dreams, I'm deeply driven to empower you. I want to be your partner in navigating the financial world, helping you build a future where confidence and opportunity thrive. For some, that means creating a retirement where worries fade. For others, it's about nurturing their entrepreneurial spirit into lasting financial independence.
The People I Serve:
The Ones with Big Plans: You're not afraid to dream big – early retirement, your own business, leaving a legacy. I get it, and I'm here to help you map out the journey.
The Ones Who Want to Understand: You've maybe had some bumps in the road or just want to feel really confident about your finances. I'm patient, honest, and love seeing that "aha!" moment when things click.
The Ones Facing Tough Times: Life can throw some serious curveballs. If you're dealing with job loss, divorce, or health issues, I'm here to help you find solid ground and even see a way forward.
The Ones Thinking About the Future: You want to make a real difference for the next generation. Helping you set up trusts and give back in a meaningful way is something I truly value.
Wondering about...?
Regarding Your Goals:
- What's the best strategy for a large sum of money?
- Do I have the right insurance coverage?
- How can I maximize my retirement savings?
- What's the fastest way to pay down my debt?
- How can I effectively save for a major purchase?
- What are the financial steps for big life changes?
- How can my investments reflect my values?
- What's my path to financial independence?
Specifically for Educators:
- How do my pension and savings work together?
- What are smart strategies for summer income?
- Are there retirement plans tailored for educators?
For Families with Special Needs:
- How can I secure my child's long-term financial well-being?
- What are the benefits of special needs trusts?
- How can I protect their government benefits?
Considering Your Culture & Values:
- How can I start building wealth today?
- How can I navigate the US financial system?
- What are effective ways to build credit?
- How can I contribute to closing the wealth gap?
- Are there culturally aligned investment options?
My practice is built on a fundamental belief: your unique financial journey matters. I'm committed to truly understanding your values, dreams, and comfort level with risk. Together, we'll craft a personalized financial plan that's not just about the numbers, but about empowering your aspirations and bringing your goals to life.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Fort Myers Office
- Phone:
- 239-349-5597
- Fax:
- 833-610-2405
- Toll Free:
- 888-965-5755
- Mobile:
- 239-256-2233