Taking Life’s Experiences to Create Lifestyle Retirement Guides.

Failure Is Not an Option

Creating Certainty in the Uncertainty of Retirement.
Many books exist about how to accumulate wealth and get out of debt. However, few resources teach what to do once you have reached the top, even though you are faced with unique and potentially devastating risks as you begin the second half of your financial journey. This book fills that gap through an unexpected melding of travel adventure stories coupled with prudent financial lessons.

Keep Climbing

A Beginner’s Guide to Financial Planning.
Every generation has trials and adversities to conquer. However, millennials today face a uniquely challenging environment. This one-of-a-kind guidebook reveals the foundation that’s key to your long-term financial success while discovering the joy and experiences the world has to offer.

As an author, I’m here to help guide you through what this second half can ideally offer you. Don’t let retirement rule your life; instead, you can rule your retirement and live the life you’ve always imagined.

In the Know

Turning Your Unneeded Life Insurance Policy Into Serious Cash
Is your life insurance still serving its vital purpose? Or has that objective come and gone, leaving you with an unnecessary expense?

If you’ve been thinking about walking away or surrendering your policy, we’ve got news for you. There’s another option that most financial advisors don’t even know about. You may be able to sell your policy to a third party for a whole lot more than its cash surrender value. That’s right. That unneeded insurance policy is actually an asset that can be worth significant money.