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Thank you for taking the time to inquire about working with me! 

I have been in the retirement planning industry for over a decade and have been recognized by many national organizations such as NAIFA, Society of Financial Professionals, National Ethics Association, ThinkAdvisor, Annuity.com, and the Million Dollar Round Table. I am incredibly passionate and mission-driven for my clients in providing them the best retirement solutions available.

I host Keynote speaking events on a regular basis at universities throughout Texas, where I host classroom workshops to help the community and good folks just like you become financially savvy. I hold two professional designations, NSSA(National Social Security Advisor) and the LACP(Life & Annuity Certified Professional). You can find more of my content on Youtube or by tuning into my Safe Money and Income Radio Show, where I host a 1-hour segment every Sunday from 11 am-12 pm 1400am KTEM. 

Just like you, I like to work with people who want to work with me. Over the years I have built a very diverse client base, from Engineers to Business Owners and all in between. This is a relationship business and a lifelong one at that. When it comes to retirement planning and asset protection I will be your partner for life! Helping you and your family for years to come. 

 

RELATIONSHIPS THAT WORK BEST

  • Having realistic expectations of retirement planning goals (not taking your IRA and buying a Lamborghini, or getting triple-digit returns) 

  • Having a Focus on Safe Money Strategies that provide Guaranteed downside market protection and Guaranteed Lifetime income (yes, you can have these features without losing control of all your principal) 

  • Having a concern for Long Term Care Insurance (not the most fun to talk about but it is a reality) 

  • Having an open mind to the 21st-century retirement planning strategies and be willing to commit to a Side-by-Side analysis of what you have vs what's available to you in today's marketplace

 

HOW I GET PAID

I have chosen in my career path not to charge clients a consultation Fee, or a Fee to "manage" their money. I never wanted to obtain those specific licenses because a lot of those strategies involve risking Your hard-earned retirement dollars. My strategies are guaranteed and back by multi-billion-dollar firms, many of which have been around for over 100 years. When I am able to factually and contractually show people a much better retirement plan, the company or companies that offer those plans pay me directly. My compensation does not come from Your Money! Rather, it comes from the companies I represent for providing them the opportunity to provide you a safe and sound retirement plan. Considering this, you can imagine I get a lot of people who are not ready for a serious retirement planning session. It takes a lot of time to develop a customized retirement plan. I commit to you that I will make your time valuable and you will learn something new if you are ready to talk about your retirement planning goals. 

5 STAR CLIENT REVIEWS!

3800 N Lamar Blvd Suite # 200 Austin, TX 78756 TX LIC # 2317533 CA LIC # 0H1014