What I Do

I help people grow their money — risk-free and tax-free — using licensed, trusted financial strategies.

Client Services Menu

For Business Owners

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What I Do

Client Services Menu

Life Insurance with Living Benefits

Estate & Legacy Planning

Indexed Growth Roth IRA / Traditional IRA

Final Expense Strategies

Business Owner & Executive Bonus Plans

Asset Protection & Qualified Plan Rollovers

College Education Funds

Debt Management & Consolidation

Infinite Banking & Family Banks

For Business Owners

Employees are your most valuable asset. I offer customized benefits package

Annual and On-Demand Financial Literacy Education

Individualized Financial Analysis and Strategy

Potential Business Tax Deductions