Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I provide an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them.
Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
Cal State University of Fullerton (2013-2017)
Going to the river
- Retirement Income Planning
- College Funding Strategies
- Financial Education
- Insurance Strategies
- Student Loan Refinancing
- Business Owners
- Retirement Strategies