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The Millennial’s Guide to Retirement Planning
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I am a culture catalyst
My mission is to impact as many lives and educate people on the areas to take leverage to build a stable financial future for themselves. Leading by example is how I inspire my peers and family, and clients to take action on their goals and aspirations.
Better understanding your professional, personal and financial dreams and goals will allow me to build a tailored financial plan for you. This will give you a picture of where you are and what avenues you can take to get where you want to be in life. My goal is to be an advocate for you at all stages of life and a shoulder to lean on as life is filled with its ups and downs.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4