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Education-Based Financial Services

Whether you are looking to further your understanding of savings and investment strategies, secure a plan for your retirement, set up college funds for your kids, or explore wealth-building/protection options - I’ve got over 300+ of the top-rated companies on my platform I can connect you with!

Personal & Business Services

Rollover IRAs/Roth IRAs (Old 401k’s)

Annuities – (Growth and Guaranteed Lifetime Income Options, 30% Bonus, 8% Guaranteed Growth for 10 Years)

Active Money Management, 3rd Party 401K Management, Mutual Funds, Robo Managed Funds

Life Insurance (Tax-Free Growth with Living Benefits and Long-Term Care Solutions)

Million Dollar Baby (College Funds/529 Plans)

Tax Advantaged Strategies

Indexed Accounts, 401K Company Plans Employee Comp/Bonus Strategies

Estate Planning

No Hourly Rates or Planning Fees!

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❤️

Want to work with us? I would love to meet you! ❤️