My "Ideal" customers are Person or Business:
Looking for products such as:
----Life Insurance
----Annuities
----And much more
Wanting to save for:
----Retirement
----College
----A house
Looking where best to save money, that is:
----Tax-Free
----Risk-Free
----Outpaces the market
----Accessible before age 59.5
Wanting to reduce their taxes
Wanting an additional stream of income
Looking to be less dependent on our government
Looking to bring additional benefit to the clients they already have
Who we want to be referred to
If you know others who have dreams & goals, let's take action to make them become reality.
We have partnered with Nurses, Realtors, Engineers, Students, Chemists, Sales professionals, Pharmacists, and many others. It's not where you came from; it's where you can go. Let's get you there together.
Too many people start too late when planning or saving for their financial future!
On average, Americans are retired for 23 years. Too often, they need to lower their standard of living due to inadequate planning.
"Common Knowledge" is NOT common!
It's up to us to bring the knowledge to each other.
Financial knowledge: Wouldn't you like to have access to financial knowledge and mentors to attain your financial freedom?
What products offer Tax-Free growth, ZERO Market Risk, and Outpace the Market?
What steps should you take for your child to have them contribute to, or possibly pay for, their college education, future wedding, or home down payment?
As the Alignable Businesses of the Year for 2023 in my city, I am responsible for bringing value to all I meet. We have so much to learn from each other. Let's work together to bring out the best in each other, reach more people, and positively impact more people's lives together.
In my previous professional life, for 30 years, I was an engineer for the entertainment industry; the last 18.5 was with the Walt Disney Company. Over the decades, I helped several family, friends, and co-workers to become debt-free. The transition to Financial Services was the obvious choice.
Why not professionally do what I was already doing and good at? But now, I can do so much more because of being licensed, having continual education, and working with the best team in the business.
I love working with people to share how to stop their 401k from losing money, protect their assets, find products to avoid loss, outpace the market, provide access before age 59.5, and grow monies Tax-Free.
