Specialties

At Keen Financial Solutions, we believe luck favors the prepared and to be prepared, you need a plan. We believe planning ahead for things that help us create wealth, like buying a home, are just as important as planning for the things that can rob us of it like taxes, disability, or death. We at Keen Financial Solutions are tax, mortgage, and insurance planners. We help you plan to win!

History

Established in 2022.

Corina is a financial services professional with over 25 years of experience specializing in Tax, Mortgage, and Insurance Planning. She is passionate about helping families Create and Protect Wealth, Increase Liquidity (access to cash), and Reduce Tax Liability. As a former Teacher and Social Worker, Corina delivers a non-judgmental, supportive and educational experience to each of her clients. She wants everyone she has the pleasure of working with to come away with the knowledge and confidence that their goals can be accomplished! Corina started her career in Finance at Bank of America before moving to Wells Fargo & finally breaking out on her own in 2018 as an independent Mortgage & Insurance Broker. After many inquiries from clients asking for tax assistance, she began offering tax planning solutions. Corina brings a uniquely comprehensive perspective that takes into consideration how your taxes, mortgage and insurance work together to enhance your overall financial success.