Let's create a strategic Financial plan for you! Contact me for a free consultation... Click the button below to contact you!
I start by documenting your goals and then compare them to your current portfolio and financial products your utilizing. 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. We will focus on the future of your company if your a business owner as well as what plans you currently have that benefits you and your valuable employees!
Helping you Build Wealth and reach your Retirement Goals. We are about helping both companies and individuals with diversifying portfolios and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and protect your families and build your legacy! For your business we will strive to insure the continuity of your business against unexpected financial bumps along the way to your success. using life insurance and annuities and other financial products.
I served in the Army for 7 years in the Combat Arms and the Intelligence Community. Since 1985, I've been helping businesses and individuals safeguard their assets and plan for the retirement they want to have thru Financial Services products. When I'm not working, I have volunteered in youth sports and am on the board of directors for a non profit youth soccer organization. I enjoy hiking, fishing, and traveling with my wife and kids.
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Need to start a will, are you a handgun owner? Are you a small business owner or drive for Lyft or Uber. Check out my Legal Shield and Credit Shield. Click the link!
I have the Fidelity Index Fund available in an Flexible Indexed Annuity and Indexed Life Insurance. Check out the link below from Fidelity, how it can drive your wealth!
Then schedule a meeting!
Under 50 need 2 million of life insurance, I have a carrier that can offer potentially a no exam option, Contact me for details. Over 50 we can go to 1 million with potentially no exam.
If you have HIV, Hep C, on Dialysis, Diabetic with Insulin had cancer. I have company that can provide life insurance for you. Contact me for details,
With or with out medical issues, contact me for your final expense coverage with an A+ rated company.
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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.
Monday - Friday: 9am - 5pm
Saturday: By appointment