As a Financial Advisor, it is my mission to lead families, business owners, and females towards financial security and success. It starts by meeting you where you are currently at and helping you get to where you want to be. A lot of individuals have an investment plan, or an insurance plan but very little have a holistic plan that’s a road map to their future. In the following 3 phases: risk management, wealth accumulation and wealth distribution we create a financial plan to reach your goals.