As a Combat Medic, I was once told “Medicine is not designed to heal you. It is designed to “sustain” you.” When it comes to finances, the information you receive is not designed to create Financial Freedom, but Financial Maintenance.
Most Advisors say, “Give me some money and I’ll show you how to make it grow.” However, have you ever heard of anyone, on their death bed, ask: “How much money is in my account?” The main thing people care about is: who I loved and who loved me; What difference did I make in someone’s life and who made a difference in mine?
Every person, I meet, has an advisor of some sort from some background. They give advice like puzzle pieces then you have to figure out how all the pieces fit together to create the “Big Picture” called your life.
I’ve been in the Finance industry for 23 years. As a Wealth Advisor at a financial services company, I have access to all of the same products and programs as any other advisor, but that’s not why people come to me.
They come to me for a PLAN. My plans are Not in a leather-bound book that you put on a shelf in hopes of reading someday. They are Plans that you can LIVE and they Change and Grow with you and your family.
In life, you have other Assets that mean more to you than money. Yet, for most people money has/is/will be more of an obstacle than an asset. You can change this, if you are willing to change the way you think. You first must ask yourself, “Do I want another product, or do I want a PLAN?”
I help You Create your experiences. I Teach It’s Better to Give than to Receive. I help you Live your dreams; Appreciate life and live in the WOW!
“Your wealth is not defined by money alone. It is also the difference you make in the lives of those you care about and come in contact with.” RANDY JONES
Areas of Focus:
- Wealth Management
- Wealth Accumulation
- Wealth Protection & Wealth Distribution
- Cash Flow Planning
- Charitable Giving