37 years of expertise around Financial Services. Investments, Insurance, Banking, Private business (Engineering, Mining - Sand and Gravel, & Real Estate.)“The future is here, it’s just not evenly distributed.” My agency’s focus is on distributing the strategies used on Wall Street to Main Street. For individuals: I start by providing, without cost, a financial education. The uncomfortable topics of dying too soon and living too long. Could you write a check to cover your debts, obligations and secure your families future if something would happen to you tomorrow? Or, when it's your retirement day will your financial house be strong enough to support the lifestyle you are dreaming of? We need solutions for (1) income protection, (2) planning for your future, (3) debt elimination and (4) an income source you can control.For businesses: my agency focuses on differed compensation, such as 401k plans. For example, few California employers know about the State’s #CalSavers mandate, with significant non-compliance penalties. I also provide a review of existing plans. 401k plan compliance is not a one-time activity - but it’s often treated like one . Plans need a regular review. I also conduct complementary employee financial workshops as well.Attract and keep valuable employees though deferred compensation plans and providing them access to a licensed professional.
Listed skills include Leadership, Team Building, Social Media, Charities, and 47 others.
