“Success without fulfillment is the ultimate failure”
What is stressful for most people in understanding how to plan for their future is welcoming to me – we are at the forefront of education and help people develop pre-and post-retirement strategies that solve for all of the complexities retirement planning demands.
In both public and private settings over the years, I have enjoyed educating thousands of individuals on lasting investment strategies for retirement, social security planning, estate planning and tax saving strategies. I have also educated peers in my industry through speaking at financial conventions. In addition to my public speaking career, I have individually met with hundreds of people to do personalized financial planning for a wide variety of unique situations, giving me advanced financial knowledge and an advantage among other advisors who have been in the industry for decades.
We are an independent, full-service financial firm at InvestWise Financial. We are not tied to any quota or type of investment. For this reason, I can strategically pick what is best for each person’s individual situation. I take great pride in helping my clients fully understand all my recommendations. I value seeing the light bulb go off in peoples’ heads when they understand a concept that was previously foreign to them.
My desired result is to help my clients in all aspects of their lives. I look forward to coaching you through this journey. Taking on a holistic planning approach and working as a team with experienced CPAs, Estate Planning attorneys and Medicare specialists creates a one-stop shop for my clients.
We begin by planning your investment strategies, implementing proactive tax planning, looking into insurance options, maximizing social security strategies, focusing on estate planning and among many other services, organizing future generational planning.
Not only do I see myself as your financial planner, but as your life coach as well. I want to know what drives each of my clients and what their life history is, because only then can I truly build a retirement strategy that will accomplish all my client’s goals.
My goal and what I pledge to my clients is this: I will continuously educate myself each day with a variety of resources to provide new schools of thought. That is what modern-day financial planning requires. Currently, I hold my FINRA Series 7, Series 66 and Life and Health insurance licenses. I also actively participate in the Ed Slott IRA advisor group, Horsesmouth Master membership and obtained my certification as a Bucket Planning advisor.
On a personal note, I love to golf and am always looking for a new golf partner. I also enjoy traveling and spending time on a lake either boating or fishing.
Graduated Summa Cum Laude from Michigan State University’s business school studying finance.
Licenses / Certifications:
FINRA Series 7
FINRA Series 66
Life and Health insurance license
Bucket Plan Certified
Ed Slott IRA Advisor Group
Horsesmouth Master Member