Making Your Future a Success
Plan for tomorrow today!
Georgia - California - Hawaii
Plan for tomorrow today!
Georgia - California - Hawaii
I use proven strategies designed to meet your financial goals and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Throughout my 18 years in the real estate industry, I have kept a close eye on the real estate and financial market so that I can help provide the knowledge and resources with my clients when guiding them through one of the most significant transactions of their life.
Ask me about:
As an independent financial services firm, we have access to many different financial institutions so you can get the right products and services for you.
Every successful financial strategy starts with an excellent client relationship. My mission and values are based on trust and understanding. Contact me today to find out how I can suggest long and short-term strategies that will help you realize your financial dream.
I joined Syncis so that I could help people become more financially literate. As a realtor, I have a passion for guiding people through one of the most significant transactions of their life. However, in my client interactions, I've noticed that many people are unsure how to make appropriate financial decisions. Through Syncis, I help people create a well-designed and executed financial plan so that they can confidently make financial decisions and achieve individual financial security.
JTN REAL ESTATE INC.- Real Estate Consultant.
WEALTH MANAGEMENT PROFESSIONAL- Estate Planning - Business Taxes Saving Planning - Retirement Plan - Financial Education with Life Insurance and Annuities - IRAs, TSP, 401k & 403b Rollover - Trust Setup.
RESIDENTIAL AND COMMERCIAL LOANS
Referral Service Agent
Syncis/UBOS/Total Edge Marketing- District Field Director/AE
KARL General Affairs
AAREA Sacramento/SF Board Member
Lifetime Club Master
Please reach us at [email protected] if you cannot find an answer to your question.
Yes! There are a few tax strategies my team and I can help implement to save and/or defer your tax liability.
We will work with you based on your financial situation to help you understand strategies that the wealthy practice all the time.
Yes. Life insurance is an important part of planning your estate and protecting your legacy.
Reach out with any questions or set up a meeting to discover the best path to your financial freedom!
By Appointment Only
Looking for a career change? Or maybe an extra stream of income? Check out this video and learn more!
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