Here for You
As a financial advisor, I know that you want to be financially independent. In order to do that, you need trusted financial guidance and education. I also know that there are barriers to success that create fear and apprehension. I can make the complex simple. I understand the fear and insecurity that is associated with investing and managing finances, which is why I’d like to be your trusted financial guide.
As a trusted partner with Wildfire Credit Union, I’ve worked my entire life in the service of others. Enlisted in the United States Air Force, I served as a USAF Honor Guard with a top secret security clearance at Bolling Air Force Base, Washington D.C., and as an air force base law enforcement officer at Patrick Air Force Base, Florida. Upon graduating from Calvin University and Aquinas College, I taught in the public school system for fifteen years before changing careers. Now I have over seven years of experience providing financial education and guidance to credit union members and others.
Working together, we create a customized plan to help achieve three key financial goals:
- Wealth accumulation during your working years.
- Security and independence in your retirement.
- Reduction of estate taxes when your accumulated wealth is transferred to your loved ones.
In today's fast paced world, many people do not have the time, energy or desire to do adequate research, monitoring and management of their investments. Additionally, when your net worth reaches a certain level (generally $100,000 or more), your needs become more complex and often require a higher level of service. A personalized management approach to your portfolio may be the right choice for you.
Here's a sampling of the benefits you receive when you choose professional management of your investments:
- Access to institutional investment professionals.
- Enhanced diversification options.
- Asset-based fees rather than commission-based.
- Timely, action-oriented management of your wealth.
If you'd like your portfolio to have the special attention your investments deserve, then let's get together and discuss your unique situation and your options, it's easy to get started! Please contact me for a no-cost, no-obligation consultation.
Disclosure: Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.