Let's plan your brighter future!
Setting Mindset and Milestones are the building blocks to achieving your Goals. The creation of mind set starts with figuring out your "Why?". Answering the question "Why am I doing this?" will help fuel the fire for accomplishing your Goals. By documenting your goals and breaking them down into smaller milestone, this will assist you in tracking progress. Accountability is the third ingredient needed to achieve success.
I’m passionate about helping individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To help you safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven wealth accumulation and investment strategies designed to meet your risk tolerance and hedge against market volatility.
As a Financial Counselor in the Navy. For 10 years it was my charge to help educate fellow sailors on best strategies on budgeting their finances and eradicating debt. After retiring, I still fill the need to share my knowledge with the world.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
10855 Silverdale Way NW #582, Silverdale, Washington 98383, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment