As a Financial Planner, I specialize in financial planning services for a fee. The availability of other products varies by carrier and state. EEO IS THE LAW.
Disclosures:
Licensed to sell Life insurance in the following state(s):AZ,FL,GA,KY,MI,NV,OH,YX,WV
Licensed to sell Health insurance in the following state(s):AZ,FL,OH,TX
Licensed to sell Variable Life insurance in the following state(s):AZ,FL,GA,KY,MI,NV,OH,TX,WV
Licensed to sell Property & Casualty insurance in the following state(s):
Licensed to sell Mutual Funds in the following state(s):CO,F
09/19/2024
It was an honor to be chose to be a member of the Prudential Advisors Field Advisory Council and represent all the advisors of the Greater Florida Financial Group.
Looking forward to both future collaborations and continuing to delivery world class experience for our clients and the firm.
08/30/2024
Financial planning isn’t only about numbers since women have unique financial needs and challenges. Make sure you have the support you need.
08/29/2024
"How do you build wealth?"
How Do You Build Wealth? Seven Critical Steps Rules of thumb, one-size-fits-all ideas and trendy tips don’t build wealth, but a strategy tailored for you can help ensure you’re well prepared for the future.
08/27/2024
Do you know the differences between an FSA and HSA? Make sure you’re not leaving money on the table when it comes to investing in your financial health!
How to Spend Your FSA and HSA Accounts—and What to Do Before the End of 2022 To get the most out of these plans, it’s important to understand how they work—especially since many FSAs are about to expire
08/21/2024
Do you know what is considered a gift and how it can impact your tax situation?
What Counts Toward the Gift Tax? If you give someone cash or property valued at more than the 2023 annual exclusion limit of $17,000 ($34,000 for married joint filers), you'll have to fill out Form 709 for gift tax purposes. But don't fret. This doesn't always … Continue reading → The post How to Fill Out Form 709 appeared firs...
08/13/2024
Read more about the recent Lion's Mane mushroom craze and why people love them.
Lion's Mane Mushrooms Are the Latest Internet Superfood. Here's Who Should Try Them The internet is calling lion's mane mushrooms a "superfood," but do they actually have the benefits people claim they do? What you need to know before you try.
08/06/2024
Use these gold medal-worthy eating strategies to fuel your nutrition goals.
Eat like an Olympian – 5 elite nutrition tips to improve your running I’ve helped athletes to prepare for Olympic and Paralympic Games since 2012. Here are the five elite nutrition strategies that can benefit your own running
07/16/2024
Eye health can often go neglected; here are some simple things you can do to protect your eyes.
Ways To Protect Your Eye Health Daily To protect your eye health and support your vision, these are 10 simple things you can do every day for your eyes.
07/09/2024
One often overlooked tip? Getting your pre-workout routine right.
3 nutrition tips to fuel your workouts and build strength, according to a sports dietitian We can all learn something about nutrition from the Olympians. Here's how to eat like an athlete to fuel your workouts
07/04/2024
Wishing you a safe and happy Independence Day!