My vision is to build, develop and cultivate a team of financially independent, financial professionals and leaders. My purpose is to a build team to educate individuals and families on living a more financially secure life. My mission is to reach as many people as possible for two reasons - one, to share with team the opportunity of WFG, the greatest business opportunity in the world. Two, is to talk to as many families to make sure they have proper protection and savings in place.
I work with World Financial Group, and Aegon/Transamerica Company. Our mission is to leave no family left behind when it comes to creating Financial Independence. We achieve this by focusing on five main areas:
1. We help people become debt free.
2. We help people manage and save their money.
3. We help people get a better rate of return than they can at a bank.
4. We help people pay little to no taxes on long term investments.
5. We help people feel safe and have financial peace of mind against unforeseen circumstances and tragedies.
There are several different areas we look at creating a financial plan, cash flow, debt management, emergency funds, proper protection, asset accumulation and estate preservation. We sit down with clients and create a customized plan based on the client’s short, mid and long term goals and dreams.
I am also looking for quality people who understand commitment and take pride in what they do, who would like to get into the lucrative Financial Services Industry. We have an amazing training program that gets individuals up and running quickly.