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The Millennial’s Guide to Retirement Planning
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Finances aren’t about numbers; they’re about people. I believe that everyone deserves access to sound financial advice and the tools to build a secure financial foundation tailored to their goals. I see myself as a tour guide to help you navigate that journey — upfront and as your life evolves. I strive to minimize your stress and increase your knowledge by digging into not just what you desire but also who you are with personalized, adaptive support.
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