05/24/2024
New Partnership with instant easy life insurance carrier. Get covered today! https://agents.ethoslife.com/invite/69a67🙂
Investment advisor, financial planner and insurance agent. Financial advisory services provided Fiscal Wisdom Wealth Management
Tough times call for a smart plan and I can help. As a investment advisor, financial planner and insurance agent provider, I can create a custom financial roadmap that will save you money and help create financial wealth for the future.
05/24/2024
New Partnership with instant easy life insurance carrier. Get covered today! https://agents.ethoslife.com/invite/69a67🙂
06/02/2023
Happy National Donut Day!
06/02/2023
One longstanding ‘rule‘ for generating income may no longer be viable If you thought you could count on the “4% Rule” for generating retirement income from your portfolio, you may have to think again. Research shows that in today’s interest rate and market environment, you may only be able to withdraw 2.39%, adjusted for inflation, from a portfolio allocated 50% to stocks and 50% to bonds and have a high degree of confidence that your money will last over a 30-year retirement. If this concerns you, I have a solution that will protect your accounts from downturns in the market, allow for tax-deferred growth and offer guarnateed lifetime income streams that you can always count on. Ask me how today.
05/31/2023
National Flip Flop Day = Free smoothy
http://ow.ly/Y9Lh50OzMxf
One free 12 oz. Strawberry Margarita Smoothie per guest only on May 31, 2023 from 2 - 7 p.m. in-cafe.
05/30/2023
How would your family afford their mortgage without their breadwinner? Secure your family in their home no matter what the situation by purchasing term insurance. Some contracts even include the return-of-premium feature, disability income payments, and coverage for major health events like heart attack, stroke, or cancer. Reach out to me to learn how today. -med
05/04/2021
Life is hard, life insurance isn't anymore. Call me to discuss hassle-free life insurance for you and your family. 561-910-6208
05/04/2021
Life is hard, Life insurance shouldn't be! Give me a call to discuss hassle-free life insurance options. Easier, better and cheaper than you might think. 561-910-6208
04/30/2021
The Pandemic Changed Where Americans Live Big cities lost residents, as younger households left for the suburbs and older people accelerated retirement moves, while fewer newcomers came to take their places. The suburbs and smaller cities offered the space and amenities that fit new demands for a work-life balance.
Unless you are this guy. Call me to get some health insurance before you shutter up!