Contact detailsPhone: 318.294.5617
Branch Office: Orange, CA
As an Independent Financial Consultant helping Small Businesses achieve their financial goals and dreams, I value lifetime client relationships.
On our first no obligation consultation we can discuss your current financial positions, if you have plans already in place, we can confirm they are meeting your needs, then we can focus on your long term goals and dreams. One of our main Goals will be to help your family plan “through” your retirement, fund your children’s education if desired, and help you work towards building the generational wealth you desired when you started Your Small Business, and together we will work to achieve a Retirement free from financial worry.
Through Parsonex and its Affiliates we will provide Your Small Business with the Retirement Solutions that best suits Your Needs, from IRA’s, Annuities, 401K’s, Educational IRA’s, 529 Plans, to Individual Mutual Funds accounts, we can find a Retirement Solution that will fit Your Small Business Needs.
Contact Me TODAY and lets get started on a Financial Solution for Your Small Business.
We also enjoy networking with other professionals in similar industries such as CPA’s, accountants, mortgage brokers, and other professionals that often when working together will contribute to their Small Business Clients Financial Success.
If you are like me and you like helping people achieve their Financial Dreams while achieving you own, this maybe just the career change your looking for, contact me for details on how you can get started part time building a future for yourself while helping others have a brighter future.