Financial Strategy
Protect Your Retirement & Build Lasting Wealth
Tax-efficient strategies for professionals and retirees ready to align their wealth with their authentic self.
The Problem
Are You Worried About…
Taxes Eating Your Retirement Losing 25-40% of your hard-earned savings to taxes when you need it most?
Market Volatility Watching your 401k fluctuate and wondering if you'll have enough when you retire?
No Clear Strategy Confused about rollovers, insurance, and how to protect what you've built?
The Solution
As a Licensed Financial Professional and partner with Global Financial Impact (GFI), I help people like you discover tax-advantaged strategies that protect your wealth, grow your assets, and give you peace of mind.
Unlike traditional financial approaches that focus only on numbers, I integrate financial strategy with your authentic values and life goals - because true wealth isn't just about money, it's about alignment.
What I Offer:
401k/IRA Rollovers to tax-advantaged vehicles
Cash accumulation strategies through life insurance
Tax-free retirement income solutions
Protection for you and your family
Annuities for guaranteed income or cash accumulation
Strategies that work with YOUR unique design
There’s A Better Way
How It Works
Your Path to Financial Clarity
1. Free Consultation We discuss your goals, concerns, and current financial situation - no pressure, just clarity.
2. Custom Strategy I educate you on tax-advantaged solutions and help you understand your options.
3. Implementation Together, we implement the strategies that align with your values and goals.
4. Ongoing Support You have a partner who understands you holistically and is here for the long term.
Specific Solutions
Rollovers
401k & IRA Rollovers
Stop paying unnecessary taxes on your retirement accounts. I'll educate you on how to roll over your 401k or IRA into tax-advantaged vehicles that protect your wealth and give you more control.
Life Insurance Strategies
Protection & Growth
Life insurance isn't just about death benefits. Learn how to use properly structured life insurance for tax-free cash accumulation, retirement income, and legacy planning.
Annuities
Guaranteed Lifetime Income
Create a reliable income stream you can't outlive. I'll help you understand how annuities can provide security and peace of mind in retirement.
Why Work With Me
A Different Approach to Financial Strategy
I'm not your typical financial professional. As a Licensed Financial Professional, Certified Human Design Specialist, and Sound Alchemist, I bring a holistic perspective to your financial decisions.
What This Means For You:
Financial solutions aligned with who you really are
Education-first approach - you understand every decision
Partner with Global Financial Impact for access to premier solutions
Personal attention from someone who sees you as a whole person, not just a number
I help you build wealth that feels good, not just looks good on paper.