Getting Old is Fun for Those that Plan for it Early.
Getting Old is Fun for Those that Plan for it Early.
There is nothing better than turning 60 and having to decide whether you want to retire or not. The most heartbreaking thing I see with a majority of the over 60 crowd is that they have not prepared to have that choice.
Let me help you with that. Lets have an honest discussion with each other and come up with a plan that is obtainable and within your budget.
Lets get started now. 615-767-3257
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, whether it be a Medicare Supplement Plan, Medicare Advantage Plan, and Long Term Care is critical to a good Retirement plan.
Lets sit down and go over this as soon as possible!
I have worked for large companies and small in various capacities. I have also run several small businesses. In 2013 I started working for a company called Morgan Stanley where I learned how to run a practice and in 2018 I started Health & Wealth Management LLC. The company is an Independent Broker that represents over 20 companies that
I have worked for large companies and small in various capacities. I have also run several small businesses. In 2013 I started working for a company called Morgan Stanley where I learned how to run a practice and in 2018 I started Health & Wealth Management LLC. The company is an Independent Broker that represents over 20 companies that have products that meet customer needs.
I am a graduate of Hendersonville High School. Class of 1987. I have my Bachelors of Business Administration from Middle Tennessee State
University and have my Series 7 and Series 66. I have two children ages 14 and 11 and have lived in Hendersonville since 1983.
My NPN# is 17040105
No matter where you are in the state, we got you covered!
Send me a message, and tell me more about your quality of living goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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