“Focus on what’s possible, not what’s probable.”
About Me
My background in Financial Services, Healthcare and Real Estate spans over 30 years. My passion to educate the public led me to teaching health seminars early on in my career which expanded into the areas of financial literacy, income diversification and Real Estate investment. I am particularly passionate about helping individuals, families and businesses to leave a legacy.
Mission
Our mission is to empower individuals and families in their quest to optimize financial resources, combat inflationary pressures, eliminate or reduce taxes, and increase disposable income. Additionally, we are committed to assisting both large and small businesses in the pursuit of cost reduction, enhancement of employee benefit programs, and the elevation of overall profitability. Together, we strive to "build legacies, one individual, family, or business at a time."
We are disrupting the healthcare industry with a modern healthcare coverage solution…
Our modern healthcare solution offers:
Comprehensive healthcare access
Freedom to select providers
Telehealth availability
Competitive Rx pricing
Mental health resources
Math-based Tax Free Retirement Planning - Client Best Interest Strategies…
Learn how to get to the 0% tax bracket in retirement and how to have more spendable dollars in retirement. You won’t hear about these strategies from the vast majority of fee-based advisors. Maximize your retirement savings with market-linked returns without market risk*.
We are disrupting the banking industry with an innovative FinTech solution
Consumer Rewards solution unmatched in the industry
Opportunities for charities to participate in our revolutionary revenue system
Monetization platform for influencers
Innovative Employee benefits for any size business - turn your employees into an “annuity income stream”
“Let us help you create a family legacy.”
Let’s meet up in real life or on Zoom to explore how we may help you.
Looking forward to meeting you.