Dollars and Diagrams

The Health Benefits of Man’s Best Friend….


Meet my executive assistant, Maisie, who attends all of my Zoom calls. I love all of the fluffy excitement that comes with owning an Australian Shepherd.

???? According to the American Heart Association, dog owners are 54% more likely to get their recommended amount of daily exercise.

???? Many dog owners see a decrease in blood pressure, triglycerides, and cholesterol. All lowering your risk of heart disease.

???? Dog owners are less likely to be depressed.

???? Dogs can help keep you safe.   Barking helps deter burglaries and other violent attacks.


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


financial fortress blueprint
Ready To Get A Plan To Conquer Your Finances Once And For All?

Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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