Georgia
LICENSES & ACCREDITATIONS
Retirement Income Specialist, Life, Accident & Health Licensed, Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
Retirement Income Planning, Asset Maximization, Wealth Protection, Annuity Specialist
I am retired military – 6 years active, 18 reserve. 25 years in manufacturing logistics and consulting and for the past 10 years – working in the financial services sector focusing on retirement.
All this has taught me it is all about the process. Retirement means different things to different people: Relax Visit with family and friends, travel – climb a mountain, go on a safari or a mission to Africa. Continue working on “their terms”, provide a legacy and there are many, many more categories.
And what I do is help families take money worries off the table, So that the above is doable. My IFW Retirement process is a key to that!
Let’s get started! Click on the button below to schedule a 15 minute discovery call and see how I can help you achieve “Don’t Worry, Retire Happy” – which is the title of Tom Hegna’s book. And by the way he is one of my mentors.
Start Planning Your Future Today
Take the first step toward your dream retirement! Join our live webinar to explore the IFW Retirement Score and uncover powerful strategies to hit your goals and live the life you deserve. Your path to freedom starts now—let’s make it happen!
REGISTER FOR THE WEBINAR To Live Your Best Life in Retirement