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services provided

Annuities/life-time income & Retirement Planning

As life progresses, we must understand the importance of making informed decisions about our future. Learn how to create a lifetime income stream and choose the right plan.

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Life Insurance & living benefits

Add stability to your family and business (yes, we work with entrepreneurs/business owners) with a proper life insurance plan. Our approach is based on trust and understanding. We will break down all the options available for you and your family. So let's build on a solid foundation.

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Personal Finance, taxes & Asset Protection

Financial Literacy is essential to thriving in this world. We work with individuals, families, and business owners. We understand that our clients are unique. Therefore, our client's financial assessment and money blueprint will be carefully designed to offer customized solutions.

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my areas of focus

client needs and goals

results, growth & improvements

results, growth & improvements

The demand for financial literacy is growing. 


Empowering individuals, entrepreneurs, non-profits, and private sector businesses by hosting sessions on How Money Works is the perfect solution. 


My clients understand their options and  receive a custom designed plan that's just right for them. 

results, growth & improvements

results, growth & improvements

results, growth & improvements

I eliminate personal finance nightmares and insurance planning hassles. 


My clients walk away with knowledge they can apply and implement immediately. 


Remember, applied knowledge will change your outcomes. 

Commitment to Quality

results, growth & improvements

Commitment to Quality

My commitment to providing my clients with quality financial products is guaranteed. 


I work with multiple A-rated companies which guarantee excellent service.



Are you Looking to make additional income?

Join me and my Team

Do you want to earn an additional income stream, or start a career in the finance industry/career change, please complete the inquiry form to the right.  We have a comprehensive training system, marketing options, training sessions, and business coaches/mentors that will guide you through your new journey.


I am looking to partner with individuals from all types of backgrounds. Diversity and Inclusion in the financial space is vital. Let's impact the world.  

Complete the inquiry form below:

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