My business is simple, to educate anyone and everyone interested in their financial future! From individuals, couples, entire families, all the way to and including businesses, I'm more than happy to meet with anyone at anytime.
Through World Financial Group, we work with a variety of A+ companies including but not limited to: Transamerica, Nationwide, Pacific Life, Voya, & Prudential! What does this mean for you? We're not a captive company, I will work to find the best option and solution for you, present you with the information and let you, the customer, make a decision on your course of action!
Have you ever been called by your companies 401k provider? I know I never did, however I did receive an email once a week telling me that I should be contributing more toward my old plan. I specialize in helping people set up retirement income streams they can enjoy tax free and not out live! If that made your eyebrows rise, then I encourage you reach out to me and I will be more than happy to meet with you to illustrate how that can be done!
I am very flexible with my schedule and time, willing to travel, or host potential and existing clients in the office located in Uniontown, OH.