After helping people with Medicare for years, I realized most don't have a professional retirement plan. I also found planning for the last 30 years of life is different than when you were in accumulation mode. So I got licensed as a Financial Advisor to help with this exact thing. I take the following into account and create a custom plan based on your wants and needs:
• Will money last your whole life?
• What about market risks?
• Taxes have to be considered, guaranteed income?
• heirs/Estate?, etc.
With 18 years of experience as an insurance agent, we also consider potential risks such as long-term care needs, life insurance (if needed), and other potential financial hazards. I look forward to helping you achieve a win for you and your family.
Areas of Focus
Small Business Owners
Retirement planning
Wholistic Financial Planning
Education & Credentials
Series 65
Personal Interests
Serving Community
Serving at My Church
Travel