SU Financial Services

08/25/2026

Between daycare and student loans, most parents with young kids never actually build wealth for them. Here's what changes that: starting while they're little with the right structure.
Even skipping one dinner out a month becomes real options by eighteen. Not just college. Business capital. Down payment. Career change. Whatever they need.

Call me (813) 585-5701

08/21/2026

🏡 Who Needs a Will, Trust & Financial Plan — and Why?
Have you ever wondered:
❓ Who really needs a Will or Trust?
❓ When is the right time to start estate and financial planning?
❓ How can you protect your family, assets, and future?
❓ What happens if you don’t have a plan in place?
The truth is, estate planning and financial planning aren’t just for the wealthy or for people nearing retirement. They can be important for anyone who wants to be prepared for life’s unexpected moments and create a clear path for their family’s future.
Join us for an informative seminar:
📌 Topic: Who, When & Why You Need a Will, Trust & Financial Plan
📅 Date: August 22nd,2026
⏰ Time: Morning 11:30am-1pm ,Evening 5:30pm-7:30pm
📍 Location: 7101 S Custer Rd, Suite 810, Frisco, Tx
🎟️ RSVP: https://forms.gle/FdcCGMTa8cDm4gc66

During this seminar, we’ll discuss:
✅ Will vs. Trust — what’s the difference?
✅ Who should consider having each?
✅ When should you start planning?
✅ How can proper planning help protect your loved ones?
✅ How estate planning and financial planning work together
✅ Common planning mistakes families make
✅ Steps you can take today to get organized
Don’t wait until a life event forces you to make decisions.
Join us, learn the basics, ask questions, and take the first step toward a more organized financial future.
👉 Seats may be limited. RSVP today and invite your family and friends!

08/01/2026

Do you like the peace of mind that Guarantees can provide in retirement?

If so, I have a beautiful solution to share with you through a provider that holds an A+ financial strength rating. It can help protect your retirement savings while offering confidence and stability for the future.

Would you be open to a quick conversation to see if it's a good fit for your retirement goals?

07/26/2026

07/20/2026

Protect your family's financial future today with fast approval term life insurance. Yes, that's all it takes to get a peace of mind and plan for the unexpected. Life insurance costs less than a meal. Don't wait and get your quote today.
Call (813) 585-5701

06/24/2026

📢 Join Us for a FREE Will & Trust Webinar!
Planning for the future is one of the most important gifts you can give your loved ones. Learn the essentials of wills, trusts, and estate planning from experienced professionals.
✨ Plus, stay for our Wealth Management & Financial Literacy Session to gain practical tips on:
• Building and preserving wealth
• Retirement planning
• Smart investing strategies
• Financial planning for your family's future
📅 Date: [June 24th,2026]
🕒 Time: [7pm EST/ 6pm CST]
📍 Online Webinar
✅ Register today: https://forms.gle/p6V7TeYQSLbqckwy8
Invite your family and friends who may benefit from this valuable information. We look forward to seeing you there!

06/11/2026

New job, new opportunities, and lots of excitement for what's ahead or Thinking about Guaranteed Income for retirement for lifelong!

One thing I've noticed is that many people leave behind old 401(k) accounts when changing jobs. If you've recently made a career move and are wondering what to do with your retirement savings, I'd be happy to chat and help you understand your rollover options.

Message me @(813) 585-5701—no pressure, just information and guidance.

06/07/2026

As a licensed financial professional, I work with individuals and families to create customized strategies that meet their unique financial needs.