About
Making & Meeting Goals
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Building Strong Futures
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk.
Ask me about:
- Money concepts
- Living benefits
- Education funding
- Tax planning
- Retirement planning
- Estate planning
As an independent financial services firm, we have access to many different financial institutions so you can get the right solutions for you.
About Me
I am a licensed Realtor with Berkshire Hathaway H.S.C.P. Additionally, Solutions are available for tax savings, tax deferment, and increased retirement earnings through life insurance, annuities, and 401K retirement plans. I have contracted with numerous leading major U,S. financial institutions and insurance companies. My approach is customizing each client's financial situation to meet your specific needs for tax savings, retirement savings, and living benefit insurance protection, to maximize your investment.
Reviews
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
FastTrack Retirement
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: By appointment
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