Financial struggles were the norm as I was growing up. I remember things like the car breaking or an appliance failing were a big deal because we didn't have a buffer between our family and Murphy. When you don't have a plan that is flexible and effective built upon a strong financial foundation, any financial hiccup will be a crisis. I find people don't save because they don't have a system to change their behavior and automate saving. Often people are investing long before they have built a foundation of savings for emergencies and opportunities. We help you set up a system to eliminate bad debt in a fraction of the time saving you thousands or more in interest, building your emergency/opportunity fund, and preparing for now and your latter years. Most financial advisors deal with retirement only but the truth is our need for capital is just as critical now. It doesn't have to be top ramen today so you can have steak in retirement. There is a way to thrive in both parts of our lives financially. I love thinking outside the box and finding what works for each individual situation.
What Can I Do For You?
There are many strategies out there to help you live a better life with less stress and better outcomes. Whether you are looking for an opportunity to generate income or ways to eliminate debt, I can help.
From wealth accumulation strategies to saving on interest payments and taxes, there are many tools and strategies available out there.
Learn your options.
Ready to get your finances in order and get more out of your money? Let's work together to figure out what plans of action you should take with your finances.
Worried about retirement? Losing your retirement money to market crashes? We have ways to protect your money and provide you the retirement you deserve.
Dreaming of your kids going to college but afraid of generating debt for them or for you? There are college funding strategies that will keep you and your kids debt-free.
Working together with the top Companies in the Financial Industry
Layfayette Life Insurance Company | One America | Exertus | Transamerica | Foresters Financial
F&G Annuities & Life | Columbus Life Insurance Company