Let's plan your brighter future!
Let's plan your brighter future!
As a financial consultant, I start by documenting your goals and then compare them to your current portfolio. I use proven debt management, income protection, and investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals such as increasing your credit scores. Having a great FICO score can be important.
I’m a passionate financial consultant that is equally passionate about helping families with navigating through financial risks. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven financial strategies designed to meet your family's financial goals and have the opportunity to retire in "Dignity not Debt".
Since 1994, I've been helping families build and protect their financial position by safeguarding their assets and assisting them with planning for the retirement they want. When I'm not working, I enjoy spending time with my family, building hot-rods, and wood-working
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are debt management, mortgage financing, investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 8pm PST
Saturday: By appointment
Sunday: Closed
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