Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
What is Financial Planning?
Financial Planner. Financial Advisor. Investment Advisor. Or even an Investment Adviser. Do these terms create vibrations of stress in your life? I’m going to tell you exactly what I do for clients – not as a sales pitch, but so that you may be able to take some of this away and apply it in your life.
Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)
Would you ever go to a Toyota dealer and ask a salesman whether you should buy a Toyota, a Ford or a Mercedes? Of course not. The Toyota salesman is paid to sell Toyotas so we already know what his answer will be.
Only Own Life Insurance to Replace Income for Those Dependent on You
Life insurance is used to pay for things you would pay for yourself if you were alive to do it. Therefore, we only want to buy insurance to replace actual income you expect to earn during your lifetime.