Broker Check

Community Involvement

Complimentary Educational Workshop:

Taxes & Retirement Planning

  • Understand the implications of the latest 2024 tax rules on your retirement and how to navigate them.
  • Craft a secure structure for your retirement savings, providing peace of mind.
  • Uncover and address common misconceptions surrounding retirement planning.
  • Learn approaches to minimize or eliminate retirement and estate taxes.
  • Explore financial strategies designed to boost your retirement income with a plan for it to last a lifetime.
  • Gain knowledge about the various tools and methods accessible to retirees for developing a thoughtful retirement tax strategy.

Your family's well-being and protection are at the heart of our discussions. 

Community & Client Events

Self Defense Class


Scam Prevention Class


Fentanyl Awareness