Many people attempt to become financially secure on their own and find that this can be a daunting task. My passion is helping others by serving as a coach & mentor to clients concerning their financial goals. Many people have questions and concerns about their retirement:
* How much do I need in investments to retire comfortably for the rest of my life?
* How do I deal with volatile markets?
* How do I make sure that my family is protected if something happened to me tomorrow?
* How do I save money and still help my children with college? "If you have been searching for answers to these questions or have concerns about your financial security in retirement, I would gladly meet over a cup of coffee or grab lunch to discuss them with you. The purpose of this discussion is to get to know each other and learn how I may be able to help you overcome these financial obstacles in an effort to accomplish your goals. If, after this meeting, you would like to sit down and talk about your current plan or would like to create a new one, we can certainly do so. My goal as your financial coach is that you walk away with an optimistic perspective about your future and a renewed confidence in your retirement strategy." I hold the Series 66 and 7 Securities Licenses plus state life, accident, & health insurance licenses in California . Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines/
