Question 1

What Services do I provide?

Accepted Answer

- Financial Literacy & Strategical planning: Knowing what you have and how best to utilize it. Your income and expenses change over time, so your financial strategy should change too. Let's find your financial goals and create a plan of action.

- Wealth Accumulation: Choosing the best tool to utilize to help you meet those goals.  Retirement planning, IRA/401(k), Investments, Indexed plans.

- Wealth Preservation: Making sure your money stays with you and your loved ones. Annuities, Long-term Care, Business Planning and Employee Benefit programs

- Wealth Protection: Money for your loved ones at the hardest times. Temporary & Permanent Life Insurance

In house referrals available: Final expense & funeral services, Estate Planning, Auto/Home Insurance, and much more!

Question 2

What makes you different than other Financial Advisors?

Accepted Answer

As a Greater-Athens Based Financial Advisor, I focus more on providing education around Financial Literacy and developing a long-lasting relationship with clients. I want to be a resource for any questions or concerns, as well as a tool for any financial services you need.

Question 3

How much Life Insurance do I need?

Accepted Answer

Life Insurance is a tool so you can provide for your loved ones when you pass. It is not a question of how much you need, but how much do you want to leave for your family?
I will walk you through your specific situation and financial goals to figure out what is best for you. 
We consider items such as health, age, debt, and how much income your loved ones would need to maintain their current lifestyle.

This is best done with the D.I.M.E. Method. Debt, Income, Mortgage, Education.
-How much debt do you have?
-How much do you make now?
-Do you have a mortgage and if so, how much is left?
-Do you have kids you want to pursue higher education?

@WBFC

No Family Left Behind. Providing support for every step of your journey!

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