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I am a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary that will help create a strategy that fits with your overall plans.

We are a firm that offers a holistic approach to planning that includes investment advisory services, insurance planning, and estate planning strategies and more.

07/03/2024

39th trip around the sun! Thank you for the birthday wishes!! 🤙🏽💪🏽

02/27/2024

The more you know…

07/06/2023

Thanks for all the bday wishes!! I hope you all had a wonderful 4th of July weekend! 🤗🤙🏽💯

U.S. Social Security benefits to rise by most since early '80s 01/05/2022

The Cost of Living Adjustment (COLA) adjustment for Social Security is set to get the highest increase since the 1980s. Reuters has the scoop @ https://reut.rs/3BFqihK

U.S. Social Security benefits to rise by most since early '80s U.S. Social Security benefits for more than 70 million Americans will rise by 5.9% for next year, the Social Security Administration said on Wednesday, marking the largest annual increase in roughly four decades owing to this year's run-up in inflation.

Photos 12/29/2021
The freelancing boom may change how you buy life insurance | AP News 12/01/2021

Trading in a 9 to 5 job for freelancing is changing the way younger generations are purchasing life insurance. The Associated Press has the details @ https://bit.ly/3lxGjzf

The freelancing boom may change how you buy life insurance | AP News Younger generations seem to have a knack for disrupting the status quo, and life insurance may be next on the list. As Generation Z and millennial workers challenge the concept of a traditional career and drive an increase in freelancing, the role of workplace group life insurance in long-term finan...

Investing green is harder than you'd think 11/17/2021

Finding socially-conscious investments is more complicated than it may seem. CNN has the details on what it's not easy investing “green” @

Investing green is harder than you'd think ESG investing — funds that are conscious of companies' actions on the environment, society and governance — is an increasingly popular trend for people concerned about how their money is being used. It sounds great, but it's complicated.

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