Services

 
 

Schedule Your Free Initial Consultation Today!

 

Initial Financial Consult

15 minutes Free — In this consultation, we will discuss your current financial status and how I may be of service to you. 

Life Insurance Consultant

30 minutes Free —Let’s make sure your family and assets are protected.

  • 1. Life Insurance

  • 2. Retirement Savings Plans

  • 3. Auto and Home Insurance

  • 4. Home security

  • 5. Identity protection and Legal services

Debt Analysis

30 minutes $79 — In this consultation, you will receive: 1. A review of your debt 2. Strategies to implement to decrease your debt and improve your financial status

 

Tax Preparation

30 minutes - Let’s prepare your taxes virtually.

Credit Analysis

30 minutes $79 — In this consultation, you will receive:

  • 1. A review of your credit

  • 2. Strategies to implement to improve your credit status