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 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.
I hold my Life and Health insurance license in CA (Insurance License #0M62041)