SERVICES

“Free Your Life” represents you being in a financial position where you can finally let go. Let go of your stress and worries about what will happen with your estate.


My goal is to help you get your estate in order so you can free yourself from any worry about the future.

What We Do

Take control of your retirement future!

Please use this free tool to help you plan and
get on the right track to financial freedom!


How We Help

Retirement Planning

Helping with investment options for maximizing your portfolio.

Retirement Saving

How does a guaranteed TAX FREE retirement income sound to you?

Long Term Care

Alternatives to monthly payments. Free coverage options and unique solutions.

Real Estate

Purchasing a home or wanting to sell? We have access to the leading experts!

Estate Planning

Transfer of estate. Decision making for allowing someone access to an account. Protecting your loved ones.

Life Insurance

Get life insurance and get your money back if you outlive it! There are a variety of options available to you, regardless of needs.

Financial Analysis

Risk vs. safety. What can you expect. What are the real financial concerns in your estate.

Social Security

Knowing when is the right time to start. What options do you have available?

Advanced Trusts

Living Trusts, Charitable Trusts, Irrevocable Life Insurance Trusts, etc.

Tax Planning

98% of taxes are decided before the transaction. We will show you the difference between a beneficial and harmful transaction.

Investments

A plethora of creative options. We have it all!

Charitable Work

Give tremendous amounts, maximize write-offs, and don't even use your own money!
Advisory services offered through Qualified Planning (CRD No. 152546) a registered investment adviser.