For your business

  • insurance placement

  • corporate workshops 

  • Speaking Engagements

  • company benefits (pension and retirement plans, insurances)

  • wealth steps - financial resource for employees

For You

  • Insurance procurement and placement

  • budget creation and implementation

  • student loan advising

  • Debt Eradication Strategies

  • Financial Consulting and Analysis

  • investment evaluation and implementation

  • the living balance sheet