Wealth Management Rep
Core Expertise: Financial Planner and Diversified Insurance Advisor
Wealth Creation Strategies that help you:
Locate money spent unknowingly or unnecessarily to increase savings efficiency.
Know how much savings you need to maintain your desired retirement income.
Have portfolio management for changing needs before and during retirement.
Know how long you will have to work to maintain your present lifestyle in retirement.
Wealth Protection, Preservation and Transfer Strategies that help you:
Select appropriate strategies to close income gaps and outpace inflation.
Establish of a succession/exit strategy including gifting and properly sheltered assets.
Risk and Tax Management Strategies that help you:
Mitigate risk in areas of investments, inflation, longevity and healthcare financing.
Identify and reduce risk exposures using insurance.
Identify methods that reduce taxes, estate issues, and capital gains taxes.
Insurance sales and service since April 1981. Financial Planner since January 1994.
Respected lecturer at:
Florida Tech-Continuing Ed Melbourne, FL 1995-2001 Money Management Seminar
Brevard and Indian River County School Boards 1995-2001 Teacher CE
Licenses, Certifications & Education
Education: BBA in Economics and Marketing, Wichita State University
Securities Licenses: General Securities, CRD# 2451760
Broker-Dealer: Four Points Capital Partners LLC, Member FINRA, and SIPC
RIA Affiliation: MHA Financial Corp. is a Registered Investment Advisor in Florida
Insurance Licenses: Life, Health, Annuity, Adjuster, Property, and Casualty
Dynamic Advisors Inc. is not affiliated with MHA Financial