Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
Providing ICT with Financial Guidance
As a financial advisor, 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
- 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
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Wichita Office
- Phone:
- 316-285-8535
Hours
M – F: 9 a.m. – 5 p.m.