You are the most important part of the process, and the reason I’m here.

You are an individual who is:


  • goal-oriented
  • ready for financial success
  • debt-free (except auto and house) or working on eliminating debt from your life
  • ready to get serious about your future plans
  • employed and taking advantage of the retirement benefits offer at work (if available), or
  • recently retired or laid off and wants to look at your financial options



– OR –

You are a small business owner who wants to:


  • reduce taxes and begin saving for retirement
  • begin a retirement plan for yourself and your employees
  • offer financial planning benefits to your employees