How does your service stand out?
I'm one of only 253 certified financial educators in the US with 28 years of experience. I'm certified to teach at colleges, universities, and business campuses.
What do you enjoy about the work you do?
I enjoy educating business owners and entrepreneurs on how to make money and keep it through the five steps to financial freedom.
Companies appreciate my knowledge in Covered California, tax savings, financial guidance, and suggested thoughts on how to set up key man insurance with secure life insurance programs that include long-term care.