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queenvestllc.com TESTIMONIALS Queenvest LLC 1TESTIMONIALS%uf0ea%uf0ea%uf0ea%uf0ea%uf0ea%u201cI think you have the unique ability to meet others where they are and understand how to help them in the best way possible, rather than using a %u201cone size fits all%u201d model. I think of you as a calm and strong presence, a good listener, and, of course, someone who is trustworthy and able to advise me properly on your expertise.%u201d%u2014Allyssa L.%uf0ea%uf0ea%uf0ea%uf0ea%uf0ea%u201cWhat has always impressed me the most about you is your determination. You set a goal and go for it; don%u2019t take no for an answer, and find a way to make things work! And you do it in a very methodical, calm, and, most importantly, positive way. You know your value and are confident and knowledgeable in your area of expertise. You are always willing to explain things, and I feel comfortable asking questions. There is a lot more I could say about you, but this is pretty much what stands out.%u201d%u2014Alexandra K.%uf0ea%uf0ea%uf0ea%uf0ea%uf0ea%u201cRuzanna provided financial insight for my community of women professionals, as well as helpful research to show why financial planning is more than the investment component. She understands the issues and concerns of women in their mid to late career stage to consider future growth, learning, and well-being, and how our financial planning is impacted.%u201d%u2014Kathleen W. %uf0ea%uf0ea%uf0ea%uf0ea%uf0eaOne of your qualities is being able to know your client. It is your ability to listen and genuinely care about them. That quality builds trust. In your business managing money, I would say trust is key. You have done the work. You have the highest credentials in finance. That is so important. I have always been a lifelong learner and always strive to become better at my craft and in life. You got my attention at one of your seminars because I noticed how you presented the information. That came from someone who has done a lot of work on you and, in turn, understands human behavior. I am truly impressed by you and am grateful that you have taken us on as a client. %u2014Jan P.%uf0ea%uf0ea%uf0ea%uf0ea%uf0eaRuzanna provides expert financial advice, encouragement, and support through her very human and judgement free way of being. As someone who found herself struggling with a separation and an insecure financial future, I have relied on Ruzanna to help grow my retirement portfolio and am so pleased with the results. Knowing my future finances are being managed by a trusted and well-informed advisor and seeing the growth that has occurred is a great comfort to me during my uncertain times. %u2014AnonymousI appreciate your wisdom and foresight in choosing to secure your financial future. I take immense pride in having supported each of my clients, ensuring they achieve peace of mind knowing their investments and financial goals are well-managed and on track.Here are some kind words my clients have shared about their experience with Queenvest.queenvestllc.com MEET RUZANNA QUEENAN Queenvest LLC 1Your Journey to Financial Empowerment with Ruzanna QueenanMeet Ruzanna Queenan, President of Queenvest, a guiding light for strong, ambitious business owners and executives who aspire to master their financial destinies. Like many, Ruzanna%u2019s journey with money wasn%u2019t always straightforward, but through dedication and extensive experience in the financial sector, she has transformed her knowledge into power%u2014both for herself and for those she serves.Ruzanna%u2019s Story...Ruzanna%u2019s early life in Soviet Armenia was marked by challenges and resilience. Raised by a single mother, a dedicated teacher, Ruzanna witnessed her daily struggle to make ends meet with no financial support from her father. Despite these hardships, her mother prioritized Ruzanna%u2019s education, ensuring she received private English lessons%u2014a decision that would open doors to opportunities later in life.%u201cMy mother taught me a critical lesson: for women, the act of nurturing others often precedes self-care,%u201d Ruzanna recalls. This ethos of sacrifice and resilience profoundly shaped her understanding of financial stewardship.As Armenia opened to international organizations post-Soviet Union, Ruzanna%u2019s fluency in English secured her well-paying roles, where she quickly learned that being savvy with money wasn%u2019t just about maintaining control%u2014it was about sculpting a hopeful, secure future.MEET RUZANNA QUEENANWelcome to my comprehensive suite of financial services. My mission is to provide you with personalized strategies that not only meet but exceed your financial goals. Here%u2019s an overview of my services designed to enhance your wealth and protect and maximize every opportunity. This is what you can expect when you entrust your financial journey to Queenvest:1. Customized Financial Planning Your financial journey is as unique as you are. At Queenvest, you have a partner who helps with:%u2022 Goal Setting: Together, we%u2019ll map out both your immediate and distant financial horizons.%u2022 Budgeting and Saving: I%u2019ll equip you with practical tactics to better manage your spending and boost your savings.%u2022 Investment Planning: Expect personalized investment strategies crafted to amplify your wealth.%u2022 Risk Management: We%u2019ll pinpoint potential financial pitfalls and strategize to shield you against them.2. Retirement Planning Retirement planning can seem daunting, but with Queenvest, it%u2019s a journey paved with clarity and confidence. I%u2019ll focus on:%u2022 Retirement Income Strategies: Guaranteeing you a consistent income stream when you decide to retire.%u2022 Pension and Social Security Optimization: I%u2019ll ensure you%u2019re set up to receive maximum benefits.YOUR GATEWAY TO FINANCIAL MASTERY%u2022 Investment Management: I am committed to nurturing and safeguarding your retirement funds.%u2022 Healthcare Planning: Let%u2019s prepare together for the potential medical costs of tomorrow.queenvestllc.com YOUR GATEWAY TO FINANCIAL MASTERY Queenvest LLC 1queenvestllc.com WHAT TO EXPECT DURING YOUR CONSULTATION Queenvest LLC 1Are you ready to take control of your financial future? Booking a consultation with me is your first step towards empowerment. Here%u2019s what you can look forward to during our pivotal session and the next steps if you decide to proceed.WHAT TO EXPECT DURING YOUR CONSULTATIONqueenvestllc.com HOW TO KNOW IF RUZANNA QUEENAN IS THE RIGHT FINANCIAL PLANNER FOR YOU Queenvest LLC 1Take this quick quiz to find out if Ruzanna Queenan is the perfect fit for your financial planning needs.HOW TO KNOW IF RUZANNA QUEENAN IS THE RIGHT FINANCIAL PLANNER FOR YOUqueenvestllc.com WHO DEPENDS ON RUZANNA QUEENAN Queenvest LLC 1Seasoned high-net-worth investors with diversified portfolios that may include real estate and private investments looking to create a unified retirement income strategy encompassing their entire financial wealth benefit the most from my expertise and guidance. Here%u2019s a closer look at who relies on my expertise to manage, grow, and protect their wealth.WHO DEPENDS ON RUZANNA QUEENANqueenvestllc.com WHO DEPENDS ON RUZANNA QUEENAN Queenvest LLC 3Professionals Who Depend on Ruzanna Queenan:CORPORATE EXECUTIVESHigh-level managers and executives who juggle the demands of their careers with the complexities of personal wealth management rely on my expertise. They benefit from customized investment strategies that consider their unique compensation packages, including stock options and other executive benefits.ENTREPRENEURS AND BUSINESS OWNERS Those who have poured their passion into building businesses need strategies tailored to their unique financial landscapes. From integrating personal and business financial planning to developing succession plans, I provide solutions that address both their immediate needs and long-term goals.