401k Advisors - Arizona
- Financial Services
I provide financial solutions for your unique financial challenges and goals.
This effort includes the development and implementation of a financial plan and the ongoing management of a customized portfolio and the investment strategy decided on.
Personally, my mission is to help you build wealth and successfully maintain your financial security every step of the way.
My expertise is primarily in equity and mutual fund trading, qualified retirement plans, college savings plans, financial education and wellness programs which includes Social Security optimization coursework for employers, churches, and various other organizations.
In addition to being an Investment Advisor Representative, I am a National Social Security Advisor, a Health Savings Account Advisor and recently became an Ambassador for the Wellness A to Z Program too.