Transformation Financial
About
I specialize in educating families and businesses about how money works. This allows families and businesses to make good decisions. I provide a variety of services to allow them to reach their goals. I emphasis being able to retire well without government dependency.
I am life licensed and securities licensed to serve your needs.
I am always excited to have a new customer. I gives me a new opportunity to break down the sometimes confusing subject of money and finance and make it understandable for the common person.
It makes me very happy to work with people on a long term basis. I want to see them reaching their goals, taking control of their finances, and being confident in the decisions they make.
Highlights
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Getting to know my customer. Their wants, needs, and goals arre primary to acheiving our success. I teach about how money works, secrets that the wealthy use every day, and provide ways to implement those secrets for every day people. I move forward only when you are ready to take the next steps.
I provide a variety of services covering almost any topic with money. Especially if you are approaching retirement and you are concerned about making your money stretch. We should talk.
What education and/or training do you have that relates to your work?
I have securities licenses to serve your needs but I also have a life license that allows you choices that go beyond investing and allows you to grow and protect your money from the down side of the market.
Do you have a standard pricing system for your services? If so, please share the details here.
My initial consultations are complimentary. From there, pricing is based on the service chosen.
What types of customers have you worked with?
I have worked with young families to get them started. I have helped working people to make their financial pathway clear. I have worked with people approaching retirement so they have peace of mind and can enjoy the fruits of their labor.
What advice would you give a customer looking to hire a pro in your area of expertise?
Hiring a financial professional is easy. Hiring a financial professional for your situation is more difficult.
You need someone who will listen to your wants and needs and find a solution for you.
You need to be comfortable with that person and the plan they find for you.
You need someone who can explain clearly in your terms, what you can expect and why this or that path is right for you.