Most Americans say having an estate plan/will is important, but only 40% have one in place. If this is the case when you die your loved ones will have a little to no say over how your belongings are managed. That is why we feel it is important for you to create the necessary estate planning documents and to communicate your wishes to your heirs.
I will always have a love for fitness and nutrition and I’m more than willing to help anyone who has questions in these areas, but I see this as a passion rather than a career. My transition from fitness to finance has shaped me into who I am today. I look forward to guiding clients through their retirement journeys. Who knows maybe someday I will open a gym to help clients get in great financial and physical shape.