A mistake many make in working with financial advisors and insurance agents is a pre-occupation on a product and not on developing a plan. Investment, Insurance and Financial Planning can be overwhelming and complicated. But it doesn’t have to be. In fact, it can be quite simple, and we created 3 different processes to bring clarity and confidence to your insurance and financial decision making:
7 Steps Toward a Successful Retirement
6 Decisions You Won’t Regret 20 Years from Now
Threats to Retirement Happiness
The ‘7 Steps’ and ‘Retirement Happiness’ is ideally suited for professionals and small business owners aged 45 and over. ‘6 Decisions’ may be appropriate for the younger professional starting a career, family or business. All three processes will help you uncover what is important about money, develop strategies to solve problems, and actionable items to implement products and services.
I am an active member in two of my professional associations, National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). I have run for public office, spoken at numerous professional events and even defended my profession on live television. I enjoy writing and finished my first book about Work/Life Balance. My second book is in process and it tackles the topic of fatherhood and manhood in today’s culture.