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.
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.
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