I am a Personal Financial Consultant specializing in financial and retirement planning. My practice educates and empowers individuals, families and businesses to align their finances with their life dreams and goals. I strive to provide an experience that all my clients value while building a lasting relationship based on experience, honesty and integrity. EDUCATION Livingstone College Bachelor of Science Degree in Business Administration The American College of Financial Services Coursework: Essentials of Business Insurance Foundations of Retirement Planning Fundamentals of Financial Planning – Process and Environment Fundamentals of Investment for Financial Planning Fundamentals of Income Taxation Planning for Retirement Needs Fundamentals of Insurance Planning Fundamentals of Estate Planning Personal Financial Planning: Comprehensive Case Analysis
Fill out the form below to view the free webinar.
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.