"My journey has been one filled with life lessons, experiences, and professional education. I have taught over 5,000 students in my workshops, classrooms, and online webinars. I am passionate in my pursuit to grow others in the area of financial matters"
Ever since I could remember I have always wanted to help people become better. I created the Win-When Strategy, which takes a person who wants to grow to the next level financially. Our Four-Step Win-When System is designed for clients who are just starting out or has a desire to establish retirement income. The Win-When Four-Step Strategy helps people win, when it seems like they are losing. Some people think taxes, cash flow, or access to good advice are the reason why they feel like they are losing. Our system will fit you no matter your number.
Our Company is certified, trained and bonded to assist companies and individual clients with their credit needs. We also consult with clients on loans and income management or ways to increase their income, while reducing their taxes.
Our Company has been planning retirement plans since 2001. We plan a clients exit from the work force. We consult on a 1 on 1 basis or we can share as a speaker in a group setting. We can assist with exit paperwork as well.
Our Company is registered, licensed, educated, and have extensive experience at managing all types of portfolios. Mutual Funds, Stocks, CD's, and can consult on insurance products as well as annuities.
Our Company is experienced and has had extensive training as a real estate investor. We can assist clients with their foreclosure or short-sale situations. We can buy homes all cash with short closes. We also offer investment opportunities.
Some people say that one of the biggest decisions a retiree can make is deciding on when is the right time to draw social security. In my opinion, this is in the most important decisions. READ WHY IT COULD COST YOU
An overview of tax free bonds might not mean that the bonds are tax free. Some tax free bonds are tax free and some are not. Some companies may need to raise money and they may need bonds. READ IF THEY ARE TAX FREE
"How I avoided the 5 Most Critical Mistakes" is a book that is currently available on amazon in electronic book or audible formats. This book shares some of the most critical mistakes after interviewing more than 100 of my former and current clients on mistakes they avoided.
"How Do You Win, When It Seems Like You Are Losing" is my upcoming book, 2020. This book outlines how I became a stock broker managing million dollar portfolios and how I learned how to use all assets from every account in a persons household to purchase real estate.