545 3rd st # 928

Monument

CO

80132

Professions

Financial Advisor

Fields

Estate Planning, Financial, Insurance, Other

About Me
Workshops Offered

Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, How to Increase Your Health and Wellness, I.D. Theft, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America\'s Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Tax Planning

My focus on creating financial solutions to a focused and elite clientele has created a unique niche in the ability to consult and advise coachable clients to pursue maximum wealth accumulation while lowering volatility. Proper distribution ( income, legacy) of wealth entails utilizing enhanced tax and risk mitigation techniques to achieve desired results. Maintaining a focused client base allows me to deliver maximum personal attention to each client and their unique situation.\r\n\r\nSpecialties: The experience of creating tactical financial solutions for coachable clients that entails the correct coordination of resources and experts including trusts /insurance /investments /tax / legal strategies to grow and protect Wealth while enhancing Risk Management.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

  • Black Facebook Icon
  • Black LinkedIn Icon

© 2020 The Society for Financial Awareness   

3914 Murphy Canyon Rd Ste A125

San Diego, CA 92123

(858) 268-7092

Legal