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Helping you plan a bright future!
I have helped clients make educated decisions to meet long-term financial goals. Have questions about investments, asset protection, and saving for retirement? I would be glad to help.
I provide my clients education that empowers them to make an intelligent choice based on their goals and in consideration of their current financial situation.
Professional recommendations may be given by request.
I am a licensed professional and I am committed to ethics and integrity. My gratification comes from helping you, my clients. You can count on me for unbiased recommendations and impartial guidance.
I provide simplified presentation of available options, in contrary to the very complicated investment options, that is focused on investment risk, taxation, and other general important variables that may affect your future planning.
I believe that creating wealth begins in protecting the two most important things in our life, our family and our assets. It will be unwise to plan for the future until we secure what we currently have first.
My company, AFLAC, has been helping 500,000 companies save a lot of money in tax dollars and in Workers’ Compensation expenses, improve employee retention, and help them attract desirable employees for over 70 years now. I would be happy to talk and help your company get all these benefits without any cost to your business.
My company, Capital Holdings, Inc., gives small investors access to this great opportunity to own a land with an amazing potential to grow in value exponentially. Do you think you cannot afford to own an investment land? Do you speculate on Bitcoin? Allow me to show you how affordable, safe, and rewarding land investment is.
Please contact me if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
Life insurance can help protect your family members when they suffer the loss of a breadwinner or stay-at-home parent. Life insurance allows a family to help maintain its standard of living by providing income-tax-free money to help pay for funeral expenses, pay off the mortgage, set aside college tuition for kids and help provide financial peace of mind after the loss of a loved o
The major types of life insurance are temporary and permanent.
Owning land gives you financial security and peace of mind. Experts recommend raw land investing and buying land for future development, such as housing or building. No maintenance is required, and you can sell your land at a higher price in the future.
Sign up for more information about retirement savings and other investment options.
It is never too early to get started on your investment plans. Tell me more about your goals, and I will help you get started on a plan to achieve them.
Monday - Saturday: 9am - 5pm
Sunday: By appointment
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