For my clients, I personally can assist them in these main areas by showing how they can do the following:
- how to maximize their savings and investment dollars for retirement (income) and wealth building (legacy)
- how to position their assets to benefit themselves and their family
- how to preserve their wealth and assets in an event of a long term home care circumstance for themselves or their spouse
- how to immediately protect their spouse and minor children in an event of a premature death or disability
I will continue to learn and increase my knowledge in the area of financial strategies so I can be prepared to identify a potential problem or opportunity for my clients. I realize one's personal financial strategies are complicated and should be working together to achieve optimal results.
Finally, I am growing my practice but I ultimately decide who I take on as clients. Therefore, I am seeking potential clients who truly seek to improve and maintain their standard of living for themselves and their family and have the financial wear to do something about it.
Can schedule a complimentary consultation by calling or using the our booking system on the homepage.
Life and Health license in CA (Insurance License #0K06192) and FINRA security licenses: series 6, 63 and 65.