Helping you plan a bright future... It's not too late to create your dream!
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About Me
Planning Futures
My main focus is you, and I am prepared to help navigate you through complicated financial decisions. I understand financial planning is intimidating and seems complex. I specialize in educating clients by making everything easy to understand to show you your best, simple solution.
A Proven Approach
I am dedicated to building a strong relationship with my clients, to really understand their current situation and life goals. I want to create a financial plan that protects your needs now and plans for the future, in a tax efficient manner. It is my goal to assist you in building a solid financial structure that will not only grow and build wealth, but protect your principal from market loss.
Why Me?
I’m a licensed financial consultant. I strive to help my clients discover their missing link so as to 10X their health & wealth NOW! Wealth building is critical, especially learning the power of zero. And yet wealth is nothing without your health. Good health includes “primary foods” (relational, emotional, spiritual, financial) as well as “secondary food”(nutrition). What is holding YOU back from your ultimate success-health &/or wealth? Do Healthy Entrepreneurs make more money? YES!!!
With my personal, yet professional approach, I can provide the best financial strategy that is tailored to fit you! ...One size does not fit all.
Specializing in...
Creating Retirement Plans for Baby-Boomers
Creating Retirement Plans for Baby-Boomers
Creating Retirement Plans for Baby-Boomers
If you think it's too late to create a retirement plan for yourself, think again! I was able to turn my finances around and create wealth at the age of 60, after the recession of 2008 wiped out all of my savings. I can show you how to do it too!
Indexing your investments
Creating Retirement Plans for Baby-Boomers
Creating Retirement Plans for Baby-Boomers
Create a system in your investing strategy that enables you to ride the upswings in the stock market without having to participate in the downswings! Imagine investing without the risk!
Recommended Reading
The Power of Zero, Revised and Updated: How to Get to the 0% Tax Bracket and Transform Your Retireme
By David McKnight
There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes
In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now.
Recommended Reading
The Retirement Miracle
By Patrick Kelly
The Retirement Miracle, is another homerun for those wanting to win the retirement game. This book clearly and simply shows you how to:
• Grow your money with zero market risk
• Access your retirement dollars tax-free
• Leave an income-tax-free inheritance to your heirs