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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 a few professional designations, CFF, (Certified Financial Fiduciary), 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. I also make regular local and national television appearances on networks such as FOX, CBS, NBC and more. 

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!

1640 Highland Falls Drive Suite # 101 Leander, TX 78641 TX LIC # 2317533 CA LIC # 0H10148

DISCLAIMER: The content presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death benefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.