Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, I can help you create and enjoy the retirement of your dreams.
Utilize a little know IRS tax code benefit to access a Tax-Free Retirement or Tax-Free tax College Savings account.
Why pay taxes when you can have a Roth IRA on Steroids!
Access to a guaranteed income where you can set it and forget it. Get upside potential without losing a dime due to market performance.
Know that you will never outlive your money!
Life insurance with living benefits is a valuable financial planning tool. Living Benefits life insurance gives you the power to accelerate your death benefit while you are still living if you suffer:
• Heart Attack
• Cancer Diagnosis
• Critical, Chronic or Terminal Illness
Many people are looking for a fulfilling career and might not have considered financial services. LIMRA (Life Insurance Marketing and Research Association) says the financial services insustry must change the following six key factors to keep growth in the industry. I am blessed to be partnered with a company that is a decade ahead of the curve in all of these areas!
* Education First
* Hiring Women
* Onboard Millenials
* Serve Ethnic Markets
* Fresh Faces to the Industry
What are You are Looking For?
Priorities are shifting as more of us are looking for fulfilling and rewarding careers. The top five priorities people are seeking are listed below, what are your priorties?
* Meaning & Purpose-Culture & Cause
* Challenging and Collaborative Work
* Personal Development & Continuing Education
* Income Potential
My focus is on education first, I believe if you learn the principles of money and what options are available, you can make an educated decision to anchor your financial future. I believe in a collaborative, informed conversation rather than the typical parent-child like relationship. Let's work together to create a course to your financial freedom.