We have a unique approach to financial planning by helping our clients find money in places they might be throwing money away unknowingly and unnecessarily for example we find money in the way they contribute to a qualified retirement plan , the way that they pay taxes , the way that they make their mortgage payment , the way that they save for their Children’s college and the way they make major capital purchases like cars , weddings, travel .
We also help them get out of debt in 9yrs or less including mortgages and student loans without them having to spend any additional money that they are currently spending .
I love help the fact that I am able to get individuals to think outside the box and tackle there finances with untraditional financial strategies
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I believe in educating my clients first before moving forward with any type of financial plan.
i have taking the CFP and the ChSC courses and I am also a master mentor at the circle of wealth college and I continue To learn ways to help my clients become more efficient with their dollars
it all depends on the service of work that we are doing for our customers but we give every customer a 1 hour free consultation to see if we are a fit .
i started at age 24yrs old while waiting table at IHOP and have been in the business for over 20 years never looked back .
i have worked with high net worth clients ,celebrities , sports athletes ,entrepreneurs and middle income Americans.we approach every client with a plan to meet them where they are at and then help them accomplish the goal that they are looking to accomplish
Taking my children to world Disney for a whole week that was awesome never thought I would have so much fun . I see why they call it the happiest place in the world
do your research interview with each person before you make a decision . Remember finance is all about common sense not to complicated .
Know exactly what you are looking to accomplish at the meeting and find out if the financial planner has the answers to the Four Toughest financial questions every client has which is
1. How much money should I be saving on a month or yearly bases so that I do not run out of money when I retire
2. What Rate of Return should I be earning on my investment that will Give me the type of money I would need at retirement so that I can leave until my life expectancy .
3.What age do I need to work till before I retire so that my money could last me until my life expectancy
4.Doing what I am currently doing today how long would I need to reduce my life style at retirement so that my money would last me until life expectancies .
These are 4 very important questions every financial planner should be able to help there customers answer.