Personal Information
Entreprise/Lieu de travail
Greater Chicago Area United States
Profession
Champion of the Main Street Investor
Secteur d’activité
Finance / Banking / Insurance
À propos
If you have heart problems, you seek out a cardiac specialist – not a general practitioner. Similarly, if you are reaching retirement, already retired or looking for a safer place to protect your money, you need the help of a retirement planner who focuses on designing income and safe money strategies for retirees. My experience, together with my commitment to keeping current, gives me the knowledge to identify financial weaknesses and recommend innovative strategies other financial advisers may not recognize.
“My mission is to help American families change the way they save and invest so that they have control of their money, independence and financial freedom.”
A financial profession
Mots-clés
401k
investing
retirement
education
wall street
job search
banking
roth ira
ira
income
sales
self-improvement
stock market
tax-free
irs
family
history
technology
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