Training -We provide life changing financial education and world class solutions through TransAmerica/World Financial Group. Our goal is help you bring fun into managing your finances
Learn how to prepare financially for important life events such as College and Retirement Planning. Schedule an appointment today (link to a calendar) for your complementary Personal Financial Strategy.
IN THE COMMUNITY
My mission is to educate and empower families to achieve financial independence and strengthen our communities. My goal is to create generations of people who know how to better manage and protect their money and building business through helping as many families as possible. I believe in creating relationships based on trust and integrity. I specialize in college planning as a Certified College Consultant, also retirement planning, estate preservation, debt management and proper protection. I retired after 37 years federal governmental accounting. I knew this field inside out, upside down and was very successful in my career. However, I didn’t know as much as I thought I knew when it came to personal finances. Now I have attained and utilized this personal financial knowledge, my passion is to share and educate which will help YOU own your future.
My Mission is to see a world where families, individuals and businesses are educated on the choices they have in building a strong financial foundation. These choices will address every aspect of their financial life and empower them in the understanding of how money works. Financial Wellness is my vision. Education and Empowerment in finance is my mission. We have choices when it comes to finance. As I work with my clients we will work together to plan and strategize for their financial future. I have learned from experience the importance of understanding how money works, so that money works for you, not you work for money. Its important to be prepared for every stage of your financial future. Our future when it comes to retirement has to be planed by you. We are living in changing and uncertain times. Financial education and wellness is essential. I understand the fears of not knowing if you will have enough money saved at retirement. Will your family be fully protected financially? We are living longer. So it is imperative that we plan well for our financial wellness. I am excited to share, teach and transform the lives of everyone in terms of their finance. As a Financial Educator, it is my goal to empower you and assist you in creating a powerful relationship with your finance. Let us work together and empower you in saving your future. Hablo Español.