WHAT I DO: I help PetroChem employees achieve a confident retirement by providing a personalized Wealth Alignment Plan. WHO I WORK WITH: I partner with Energy-related workers including: Engineers, Operators, Specialists & Management. WHY ALIGN WORKS: When you partner with Align Wealth you get the most efficient, effective and affordable Total Financial Management that PetroChem pre-retirees are looking for right now. WHAT MAKES US DIFFERENT: Simply, a genuine desire to help hard working families keep a firm grip on their financial security, by leading them down the optimal path based solely on their priorities and available financial resources. We live by an internal ethos of: ✅ Connecting deeply to truly understand who we are working for✅ Avoiding complexity to help boost confidence✅ Reducing unnecessary risks to keep financial security at the forefront✅ Generating visual glidepaths to remove mystique and uncertainty✅ Putting in every effort to deliver the highest value insights and adviceWith over twenty years of Retirement and Investment Planning across hundreds of families, I bring the full scope of industry best practices to bear for every client, every day. HOW IT WORKS: We start with an easy call, Zoom or office visit to establish a baseline of what you’re looking for help with, and what our clients receive from their partnership with us. If there’s determined to be a mutual good fit, then at a second meeting we’ll dive into your family vision, financial goals and needs, worries and obstacles, as well as resources and opportunities going forward. This begins the valuable financial planning process to help guide our years of partnership together. READY TO TALK? Reach out to me directly here on LinkedIn or click one of the links below to request some free resources that will help you with your retirement income goals!Book a complimentary consultation: 👉 https://go.oncehub.com/alignwealthpartners----------Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to Contact Info section above.The LPL Financial representative associated with this site may discuss and/or transact securities business only with residents of the following states: LA, TX, FL, CA, OH & SC.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Security registrations held through LPL Financial.