I'm passionate about helping people take control of their money.
That's because money is the number one stressor in life. According to some reports, 73% of Americans (where I live) rank finances as the number one stress point.
What if it didn’t have to be that way? What if there was a way to live with stress-free finances? What would it be like to once and for all conquer the almighty dollar and instead of you serving money, you made your money serve you?
I will not promise you that I can teach you to get rich. I’m only making you one promise. That alone is scary enough for me. But, we’ve got this, right?
If you get dead serious about taking control of your money you will eventually experience the peace that comes with stress-free finances.
But, wait, what does “eventually” mean? It means that I don’t know how long this journey will take you. Some people will reach a stress-free state quicker than others. There are so many variables included that I can’t tell you how long this will take. For example, I have an advantage that others normally don’t have. I’ve built up 25+ years of finance experience and knowledge that I can leverage, plus I'm a licensed financial professional.
Wouldn’t you love to be able to tap into that experience? Oh wait, you can.
I've been managing finances for my family since we sold my father’s businesses, and it's always been a passion of mine. With things going well on that front and fielding regular questions about finances from others, I've decided to officially open my financial practice to people outside my family and close friends.
🎯 This is important. What sets me apart is:
- I don’t have any minimum investable amounts to work with me. None.
- 🆓 I don’t charge a thing to build someone a financial plan. Not a dime (FYI - I built 923 in 2023).
- I have a ton of financial expertise I’ve built up as a C-level banking executive and managing other people’s money.
That is why I'm offering to build you a FREE financial plan.
Seriously, no cost to you at all, other than your time.
Here are a few reasons I can do that:
- Did I mention this was free? The plan I build you is free and should you choose to work with me, there is no cost for implementing the plan. The companies I have access to compensate me.
- I'm not captive. Meaning I don't have to use a certain company's products. I have access to over 190 companies.
- I only work with A+-rated companies such as Prudential, Nationwide, TransAmerica, and Athene, plus access to 150 others across all product types.
To get started, simply click the button below to schedule a no-obligation call.