Specialties
Retirement PlanningFinancial PlanningRetirement Income
About Me
We help out clients answer 3 questions.
1.) Am I on track for retirement/ savings. 2.) What options at my income level do I have to optimize my plan. 3.) How do I pay Uncle Sam the least amount in income taxes that I have to. (Legally of course) We do this through a thoughtful discovery process and educational meetings. helping clients create a clear path of success. I am married to my wonderful Wife, and we have 5 kiddos together. I wear many different hats, but the best ones are Husband, Daddy and Son of Christ.
♥
Interests & Hobbies
FootballFrisbee GolfSupercrossKidsLake lifeSportsLifting weightsHealthy LivingCamping
Ready to talk?
Always free for clients.
Credentials
RICP, CLU, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
None