Categories
Financial Services
Hours:
Mon 9-7, Tues 8-5, Wed through Friday 8-7,Sat 12-5 Sun Closed
Driving Directions:
We are on the South West corner of Foothill Blvd and Rochester Blvd north of Quakes stadium.
About Us
Do you want to get to the point where you can stop working for money? I can help you calculate your financial independence number.
Do you have loved ones who depend on your income? I can help you put programs in place to take care of their needs when you are no longer able to do so.
I teach people how money works. I focus on the 7 money milestones: Financial Education, Proper Protection, (life insurance), Emergency Fund, Debt Management, Cash Flow, Build Wealth, Protect Wealth. I serve individuals & businesses and shop the marketplace to find them the right solutions for their needs.
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