I work with buyers and sellers with no net worth to very high net worths: each has their own set of goals and challenges. As a former engineer with many years of life experience, I have seen and experienced most everything they have, are or will go through.
I work with buyers to save for and effectively utilize their assets to purchase their home or investment property. I work with clients that start with $50/month to achieve this goal and clients that have millions to leverage those assets for investment properties.
Many sellers work with me to effectively use their proceeds to repurchase or to put those proceeds to work for them to achieve their retirement or other financial and estate planning goals.
I am licensed in most states in all investment and estate planning protection products and have an extensive network of professionals to service all of your or your clients needs.
I look forward to working as part of your team help your clients smile. After all that's what we all drive for, because happy clients refer!
I specialize in first time buyers that are on the edge or are just starting the process.
I specialize in estate planning and protection to maintain the lifestyle and their assets when the unfornate happens.
I specialize in working with veterans and special needs children's parents.
If you don't have a $1,000,000 portfolio or the $250,000 investment limit, who answers your questions? I will. Contact us and let us show you a different way.