Company Description
I work with Transamerica Financial Advisors and World Financial Group to provide my clients with a complimentary, complete financial plan reviewing our six step financial needs analysis to help individuals, families & businesses achieve their goals and dreams. I regularly partner with Mortgage Lenders, Realtors, CPA, P&C Agents, Estate Attorneys and more to quarterback a client services team for my clients.Products or Services I Sell
- Financial - Advisor & Planning
- Financial - Retirement Planning
- Insurance
- Insurance - Life
- Wealth Management
Products or Services I Buy
- Accounting - CPA
- Attorney- Family & Divorce
- Insurance - Health
- Mortgage Lender
- Real Estate - Realtor
