What We Offer
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- Your Family Bank Strategy (tm), for purchases, investment opportunities, and wealth creation.
- Self Directed IRA Platform and Strategy with commodity based and alternative assets to enhance your asset class diversification and performance.
- TaxTrap (tm) Planning powered by Retirement Analyzer (tm) Retirement money is not all yours. The Federal Government is holding a silent lien on your funds.
- SSAnalyzer tm) by Social Security Solutions is a comprehensive strategy to help prevent you from making the mistake of a lifetime.
Credentials
Credentials
- Fraternal Insurance Counselor Fellow
- University of Arizona Bachelor of Arts
- Life Underwriter Training Council Fellow
- Fraternal Scholarship Advisor
- Fraternal Field Underwriter of Coverdell savings plans
My First Year as a Fraternal Agent in 1992