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Financial Wellness Solutions
January Nuzzo offers financial education, planning, and insurance guidance for both individuals and families as well as business owners. Through Sapphire Consulting Services, LLC, she helps people understand how money works, prepare for retirement, protect their families, plan for future expenses, and create long-term financial strategies. For business owners, she also provides planning related to executive compensation, investments, estate preservation, and business continuity.
January Nuzzo
Sapphire Consulting Services, LLC
Phone: 917.416.2588
Email: jan@sapphireconsultingservicesllc.com
Linktree: https://linktr.ee/sapphireconsultingservicesllc
Website: https://umustsee.net/MDO0WI
Personal / Family Services
• Retirement strategies and retirement planning
• Lifetime income planning
• College planning and education funding
• Life insurance education
• Insurance planning
• Long term care planning
• Estate preservation and estate planning
• Medicare Advantage guidance
• Medicare supplement plans
• Prescription drug plan guidance
• Tax planning and implementation
• Individual finance planning
• Financial education workshops about:
• Making your money work for you
• Minimizing taxes
• Building a strong financial foundation
• Protecting your estate
Business Services
• Estate preservation and business estate planning
• Investment advisory
• Executive compensation plans
• Business continuation plans
• Business to business consulting
• Corporate finance planning
• Retirement planning for business owners, including 401(k), IRA, pension, and annuity strategies
• Tax advantage strategies for growing and preserving business wealth
• Financial education workshops for businesses and business owners
02
Financial Statement Organizer™
Financial Statement Organizer is a guided digital tool created to help women entrepreneurs gather, organize, and export their business financials in one place. Users can enter their numbers step by step and generate a Profit and Loss Statement, Balance Sheet, and Cash Flow Statement in a simple, structured format.
This tool is designed to make financial reporting easier for business owners who need clearer records for funding opportunities, certification applications, grant preparation, or better financial decision making.
Once completed, users can copy their statements or export everything into one organized Google Sheets file for easy access, review, and sharing.
03
Banking: Personal & Business
From tracking market trends to identifying emerging opportunities, we provide you with timely insights and actionable recommendations to navigate the ever-changing landscape of finance with confidence. Whether you're seeking guidance on a specific trade or simply need reassurance during volatile times, our dedicated support team is always on standby, ready to provide the assistance and expertise you need, exactly when you need it. With our unwavering commitment to your success, you can trade with peace of mind, knowing you have a trusted partner by your side every step of the way.
04
Investing
Unlock your potential in trading with our personalized trading education programs. From foundational principles to advanced strategies, we offer comprehensive courses tailored to suit traders at every level. Our expert instructors provide hands-on guidance and practical insights, empowering you to develop the skills and knowledge needed to navigate the complexities of the financial markets with confidence. Whether you're new to trading or seeking to refine your existing skills, our personalized approach ensures that you receive the support and guidance you need to succeed. With our commitment to your growth and success, you'll gain the confidence to make informed decisions and achieve your trading goals.
03
Banking: Personal & Business
From tracking market trends to identifying emerging opportunities, we provide you with timely insights and actionable recommendations to navigate the ever-changing landscape of finance with confidence. Whether you're seeking guidance on a specific trade or simply need reassurance during volatile times, our dedicated support team is always on standby, ready to provide the assistance and expertise you need, exactly when you need it. With our unwavering commitment to your success, you can trade with peace of mind, knowing you have a trusted partner by your side every step of the way.