Financial Fitness

Spend Sum, Save Sum and Give Sum!  

I am a state licensed Financial Professional with WFG World Financial Group and have a variety of  top A rated companies and many different kinds of providers to choose from :

I invite you to a free financial fitness session where we can look at your financial trajectory and develop a plan that fits your most important needs.

There are fabulous ways to save for your children's futures without government protocols because you are the owner.  This fund which grows and compounds safely can be used for  anything!  Be it college, a car, a wedding or down payment on a home.  Also, it doesn't interfere as income if your child want financial aid/scholarships in College.

Did you know that there is a strategy for you to have zero tax free money available to you at retirement versus having to adhere to government protocols on taxation/penalties and distribution.  You can take as much as you want and it will not be ordinary income so your social security cannot be taxed.

Utilize my 45 years of business experience and my fellow experts to help guide you and your family to financial health!  My advice and your financial analysis is free.  I will never charge you for products, my guidance or strategy sessions.  My vision is to educate as many people as possible on how to become financially secure.   Email me:  if you want to arrange a session by zoom, phone or face to face in the Houston area.