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Creating Financial Security In A Changing World

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Why You Must Have a Great Financial Advisor

Wouldn't it be nice to have someone who took the time to listen to what you really wanted in life?  Not to just tell you what you wanted to hear but rather what you needed to hear.  With all the uncertainty in life, it is crucial to have someone who will take time to listen and asks you important questions that allow you to achieve your life goals and dreams. 


Working as a partnership is paramount to achieving success.  There is no I in team, but there is a WE as in you and me.

Would you like the ability to live independently without needing financial support? The best way to structure investments to protect during severe market falls? Learn how to utilize the best tax strategy or even understand what this means? Or how to utilize debt? Learn when to consider a mortgage or reverse mortgage, including the pros and cons of each. When using a pledged asset line versus a personal loan when it is best to lease vs. buy a new car?

These are only a few of the many areas where an exceptional financial manager can help you thrive. Let's work together to make your dreams a reality. 

Navigating the Financial Stages of Life

Contact me to explore your options whether you want just an hour of my time or if you want a more detailed financial plan structured.  

I am in my 20's or 30's

Do you have an clear understanding of the best way to manage debt?

Common questions:

  • Best way to use my credit card

  • What is a credit score and how do I improve mine?

  • Best credit card for me

  • How do I make sense of my job benefits regarding health and wealth?

  • Do I need to invest in a retirement program?

  • If I invest in a retirement program, how much do I invest, how do I choose the best investment options in a plan

  • How do I begin to learn about money and build my financial foundation

I am in my 40's

Have you begun to build and monitor your net worth? Do you have a clear financial plan for your future?

  • Getting married, married, or possibly get a divorce?

  • Kids in the picture and planning for their future?

  • Do you own your home or are you wondering if you should buy a home?

  • Have you funded your company 401k and do you know how to invest?

  • Do you have a strategy in place to allow you to build your dream and retire comfortably?

I am in my 50's

Over the Hill

  • Have you adequately planned for retirement?

  • Do you know what the road ahead looks like?

  • Have you optimized your income and reduced your tax situation?

  • Is your debt correctly structured?

  • Are their steps to secure your financial future that you haven't explored?

  • Are you aware of all options when you collect social security or do you worry about social security not being around?

Late 60's to Retirement

Senior Living

  • Generational dynasty planning?

  • Teaching the younger ones how to manage their finances?

  • Is my estate in order?

  • Do I have an adequate plan as I age so I don't move in with the kids... yikes?

  • Estate planning review

  • Tax Review?


With over thirty years studying and working in this field I have found conflicting information everywhere.  One size does not fit all. You need a good financial advisor because it’s hard to know what questions to ask and what information to look for. This book will help answer those questions and more. Take the time to get educated on money and how to manage it well

New Book Available Now on Amazon, Paperback & Kindle

Image by Morgan Housel

Interesting Minds, Interesting Times

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