Living the Life of Significance!
Building Financial Freedom One Individual at a Time!
Welcome! I appreciate you spending your valuable time visiting my site!
As an Agency Sales Director-Team Selling, my vision is to attract, grow and retain the most valued, compassionate and trusted teams of financial services representatives, financial planners and financial advisors in the Greater Bay Area and Hawaii.
My team's vision is to help individuals and small business owners envision their financial dreams in order to partner with them to create concrete solutions and action plans tailored to their needs to help achieve their life goals. This will allow them to enact on their best intentions. "Living the Life of Significance."
My goal is to help you navigate through the complex financial web in order to help you make informed decisions about issues that affect your well being.
I hope you find this site informative and useful. If you have recommendations or suggestions on how to improve this site, please feel welcome to contact me at email@example.com or (510) 265-4950.
The best compliment I can receive is the introduction to a loved one or a friend who can also benefit from the services I provide.
I look forward to partnering with you to build your financial freedom and growing our business friendship.
Strength and Stability
It's times like these that set us apart. Keeping our promises.Start here to find out
Evaluation, calculate, and access your retirement needs.Start here to find out
What is your life expectancy? Try our interactive calculator.Start here to find out
Retirement IQ Quiz
Do you know your Retirement Income IQ?Start here to find out
Tools to help you estimate answers to common financial questions.Start here to find out
A library of tools to educate you on a wide variety of financial topics.Start here to find out
"Helpful information on a wide variety of financial content.Start here to find out