Let's put your plans in motion
Ready to chase your lifelong dreams and make a difference for the people and causes you care about? The right guidance can help you make it happen! Let’s start with where you’re at today. With your goals and values leading the way, I’ll tap into my financial know-how to help you create a plan that sets you up for a secure and meaningful future.
Providing ICT with Financial Guidance
As a financial associate, I provide guidance personalized to your priorities, values, and goals.
I help with:
- Retirement Planning
- Investment Strategies
- Income Protection
- College Savings
- Wealth Management
- Asset Protection
- Preparing for the What-ifs
- LTC & Disability
- Permanent & Temporary Life Insurance
I enjoy working with all different kinds of people, but specialize in assisting
- Teachers
- Coaches
- Momprenuers
- Families
- Self Employed Individuals
- Women Owned Businesses
- Local owned businesses and their employees
Questions to consider....
- Can I afford to pay for my kids college?
- How much do I need to set aside for yearly child expenses?
- What age do I want to retire?
- How much income will I need in retirement?
- What do I do with my old 401K?
- Should I have a Roth IRA?
- Will I be able to afford expenses if my partner were to get sick, injured, or pass away?
- How much life insurance do I actually need?
- How can I be the most tax efficient with my investments?
- Would I be able to keep my assets if I were to get sick for injured?
- What would happen if I lost my job?
- Do I want to leave a legacy for my children or someone important to me?
To help find answers to these questions contact me at 316-285-8535
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Location
Wichita Office
- Phone:
- 316-285-8535
Hours
M – F: 9 a.m. – 5 p.m.