I provide total
financial needs analysis through a network of experienced
professionals with expertise in:
analysis and programs
• Estate strategies
• Employee benefit and retention services
• Trust services
I am licensed to
sell insurance in Texas: Insurance License Number: 2006425
Americans, especially those in the middle class, need better
financial advice, according to a Financial Engines study.
Only about 1/3 of individuals earning between $50,000 and
$100,000 per year have a comprehensive financial plan in place,
while close to 1/2 of those earning $100,000 or more can say the
In addition, the study indicates that financial
strategies for middle-income earners tend to exclude important
considerations - such as affording college, purchasing life
insurance, or implementing an estate plan - suggesting this
group is in particular needs financial advice.
Former US Army Combat Medic, who specializes in working with Active
and Prior Military families. Expertise includes Multigenerational
Legacy strategies, Retirement Planning, Estate Planning, Education Funding
strategies and Business strategies.
chart - Be inspired to think long-term!
We must learn to adopt a legacy type of thinking, where we don’t think
about laboring for ourselves, but the generations to come.
change in perspective, will by default, secure our needs as well.
says “A good person leaves an inheritance for their
children’s children, but a sinner’s wealth is stored up for the