Breaking Financial Barriers with CLEVER Strategies

After just one session, you’ll feel more in control of your budget, your savings goals and your life.

Our Services

  • Debt Management

    Whether it’s credit card debt or a student or car loan, we’ll show you how to get to zero balance.

  • Retirement Planning

    Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.

  • Million dollar Baby

    College gets more expensive every year. We’ll help you plan and save for your children’s future.

  • Estate Planning

    A well-organized estate is one of the most thoughtful gifts you can leave your family.

  • Tax Planning

    Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15 and let us show you how you can make 1099 income with us.

  • Indexing Strategies

    Make Money with protection from the market with tax free gains and tax free retirement.

Learn More

Custom Financial Strategies for personal Family or Individuals

  • Fixed index Annuities.

  • Index universal Life.

  • Term Life Insurance.

  • Estate Planning.

  • Retirement plans.

  • Wills & Living Trusts.

  • 401k/IRA Rollovers.

  • Legacy Planning.

  • Long term care.

  • College Plans.

  • Funeral Concierge.

  • Debt/Credit Repair.

As a Financial Strategist My Mission is to be Relentless in helping Individuals, Families, and Businesses create Financial security and Freedom at no cost and require no minimums!

Financial Strategist are the next level in Finance. We provide clever strategies to Individuals who are starting and collaborate with your current Financial team to maximize all your financial advantages.

Custom Financial Strategies for Business owners and Companies

  • Executive Bonus Plans.

  • Business Insurance Plans.

  • Key Employee Plans.

  • Long Term Protection.

  • Maximize Returns.

  • Reduce Taxes.

  • Employee Retention.

  • Trust or Estate Planning