I am a Certified Financial Planner and a Safe-Money Planning Strategist. I have been in the financial services industry for over 20 years. I will teach you how to create your own privatized pool of money that will put you in control of your own money; not the banks, not Wall Street. This includes all of your financing needs for life's needs and wants (debt reduction, auto purchases, college funding, business expenditures, and investment purchases), WHILE continuing to grow your wealth for your retirement. I offer a broad portfolio of individual life, and long-term care insurance protection. Rollovers are also a major part of my business with a focus on clients that are changing jobs, positioning for retirement or receiving divorce or large cash settlements. My approach is to “do what is right for the client” and the long term relationship will bring in more business through expanding on the clients future needs as well as the referrals they will offer. Specialties: Retirement planning, life insurance, annuities, IRA & 401k Rollovers.