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The Millennial’s Guide to Retirement Planning
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Do or Do Not. There is no Try. ~ Yoda
Entrust your works to the Lord, and your plans will succeed.
Proverbs 16:3
My goal is to establish long term relationships with my clients. To do that, I do more than just listen to you. I hear you and deliver clear and sound solutions to every financial question, no matter how small or complex. I want you to feel confident about your future and your family's future.
I've taken the work ethic and experience I've gained after 28 years in the military to work for my clients' success. As a husband and father, I also know the importance of family planning in uncertain times.
I specialize in providing comprehensive strategies to help successful owners of privately held businesses, my fellow military vets (active, reserve, or retired), tech professionals, and families planning for their future.
Stop wondering if you'll be able to have the life you want and build the life you want.
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