FAQ
Solutions I Provide
Frequently asked questions
I specialize in retirement and legacy planning, including annuities, life insurance, Indexed Universal Life (IUL) policies, and financial reviews. I also provide guidance for individuals and families planning to retire or relocate abroad, ensuring financial security wherever life takes you.
Yes. We are fully licensed financial professionals in multiple U.S. states and also serve clients internationally. Compliance and transparency are at the heart of our practice, so you can feel confident knowing you are working with qualified and experienced advisors.
An annuity is a financial product that provides guaranteed income for life or a set period of time, helping protect your retirement savings from market volatility. It’s a way to secure steady cash flow during retirement so you can focus on living, not worrying about outliving your money.
Unlike stocks or mutual funds, annuities are designed to provide protection against market losses and can guarantee a predictable income stream. While traditional investments may grow faster, they also carry higher risk. Many clients choose annuities to balance their portfolios with safety and stability.
No. Your consultation is completely free. It’s a chance for us to review your financial goals and see what strategies might work best for you—without any obligation. My services are complimentary to clients.
I combine financial services with a personalized approach. Many of my clients are planning not just for retirement, but also for the freedom to live or work abroad. I help you protect your wealth, create reliable income, develop tax-advantaged strategies, and align your financial plan with your lifestyle goals.
Absolutely. Financial planning isn’t just for the wealthy—it’s for anyone who wants to make their money work smarter. Whether you’re just starting out or approaching retirement, we’ll create a strategy that fits your situation and helps you grow from there.
We are compensated by the financial institutions that provide the products we implement. This means there’s no direct cost to you for our advice and planning services. Our goal is to find the right fit for you, not sell something you don’t need.
1. Schedule a call (phone, Zoom, or in person). 2. Review your goals and current financial picture. 3. Design a custom plan tailored to your needs. 4. Implement the strategy and stay connected with regular reviews.
Yes! I specialize in helping clients who want to live internationally. I’ll guide you on how to keep your retirement income safe, remain compliant, and maintain financial stability no matter where you move.