Healthcare & Retirement planning, with a Personal Touch

Healthcare & Retirement planning, with a Personal Touch

Healthcare & Retirement planning, with a Personal TouchHealthcare & Retirement planning, with a Personal TouchHealthcare & Retirement planning, with a Personal Touch

SOUND RESULTS COME FROM SOUND PLANS

About

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RETIREMENT PLAN

HEALTHCARE PLAN

HEALTHCARE PLAN

I’m passionate about helping individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

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HEALTHCARE PLAN

HEALTHCARE PLAN

HEALTHCARE PLAN

The leading cause of personal bankruptcy is from healthcare expenses eating up peoples assets and ruining their credit. Healthcare expenses are only going up. A good Healthcare plan is critical to a good Retirement plan. 


Lets sit down and go over this as soon as possible!

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About Me

HEALTHCARE PLAN

About Me

 I have worked for large companies and small in various capacities. I have also run several small businesses. In March of 2013, I entered into the retirement industry when I joined Morgan Stanley as an Investment Advisor. Several years later I decided to start my own company but in order to truly be a holistic Advisor to my clients, I decided to add healthcare solutions to my practice. This is how the name Health & Wealth Management LLC came to be. I have two children ages 13 and 9 and have lived in Hendersonville since 1983.  

Contact Me

Send me a message, and tell me more about your financial & healthcare goals and needs. I will get back to you soon to schedule a consultation.

Health & Wealth Management LLC

117 Trout Valley Dr. Hendersonville, TN 37075 US

(615) 767-3257

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

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