Empower Your Workforce With Financial Wellness Initiatives
ENJOY LIFE RETIREMENT, DEBT & TAX FREE
Imagine Life 100% Debt Free! You can be Debt free in 9 yrs or Less including your Mortgage & Student loans without sacrificing your lifestyle!
You can live a stress free retirement while traveling and spending time with your family without worrying about running out of money or living on a fixed income!
Managing Debt, College & Retirement planning, Estate & Legacy planning are all areas that people tend to avoid most of the time until its too late. Instead of the status-quo advice that most people are familiar with that yield very little result, I focus on non-traditional strategies that, until now, have been reserved for the wealthy and elite and withheld from middle america. Immediately, clients see and feel from day one that there is light at the end of a seemingly never-ending tunnel.
I help my clients to build wealth and plan for retirement using safe and secure tax favored vehicles, specially designed life insurance, and managed investments to create long term cash flow and generational wealth. I assist my clients in building a retirement plans that they control while defeating the enemies of wealth ie. taxation, inflation, market risk, & healthcare costs. Let me help you build wealth today!
Clients work with me on a secure and confidential basis, beginning with where they are currently and where they would like to be. A detailed focus of their goals and purpose in life is the foundation of our planning. I often tell my clients, “ This is not a sprint, but a marathon!” Together, we develop a financial road map and game plan using my proprietary I Am the Bank Cashflow Blueprint based upon the goals and create an action plan to accomplish each one in a realistic and attainable time frame.
Do you have a mortgage, credit card debt, student or car loans?
➢Are you on track to be in debt for the next 20- 30 years or longer?
➢Is debt weighing you down, and you feel like you will never get out of debt?
You’re not alone. Many Americans today find themselves in a financial mess they did not plan for.
But you don’t have to stay in this situation. There is a way out. Without sacrificing your lifestyle!
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If you're ready to feel secure in your financial journey to retirement, then I invite you to join our monthly newsletter for helpful insight, free resources, and answers to your most pressing questions.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
9500 Medical Center Drive suite 366, Largo, MD, USA
10:00 am – 06:00 pm
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
If you're ready to feel secure in your financial journey to retirement, then I invite you to join our monthly newsletter for helpful insights, free resources, and answers to your most pressing questions.