Products and Services

I offer several different types of products and services to meet your specific needs:

Business owners

You’ve worked hard to build your business; I want to help you protect it. I have found that many business owners have missing pages to their business plan and/or partnership agreements which can put your business at a huge financial risk.

Individuals and families

Along with helping you to track your money, budgeting tips and debt reduction techniques, insurance and investment solutions may play a part of your personalized plan.

Investment plans

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances, I can help you reach your goals, and build your wealth.

Warning: Mortgage insurance

Did your bank offer you mortgage life insurance? Powerful reasons to say “NO” to the bank’s mortgage insurance to help you save your money.