Some people say you need $250,000, $500,000 to work with them. I say if you if you are coachable and want to win with money, we’re open to providing the guidance you need to make progress on your path to a successful retirement with the peace of mind you crave.

Bring some statements, a profile folder, and we’ll have a no obligation consultation that doesn’t cost you anything.

If your advisor hasn’t been talking to you about the things mentioned on our website, absolutely. Get a second opinion. Just as many get second opinions on medical procedures, you deserve a second opinion to help ensure you are on the right path to retirement.

NOTHING! We have never charged for meeting with our clients and people seeking financial answers. If you decide to move forward with our suggestions, our team will be transparent about any costs and fees so you can make an informed decision for you and your family.

Yes.

Yes.

We try to meet once a year, but some of our strategies are on cruise control, and we may go 2, 3 or more years.

I am an Investment Advisor Representative (IAR) and hold multiple Life Insurance licenses.

Everyone’s financial situation is different. Everyone needs a plan that works for them. We take a holistic approach to your financial situation. From getting out of debt to building wealth, we can help you create and implement a retirement plan that helps address your needs and achieves your goals. If by chance when we meet if I can’t help you, I will tell you.

My clients are average hard working Americans. We help them avoid devastating market losses, eliminate bad debt and increase tax efficient income.