Useful Links

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website.


We make no representation regarding the completeness or accuracy of the information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.


When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Information is made available to you as a self-help tool for your independent use and is not intended to provide investment, tax, or legal advice.


We cannot and do not guarantee the applicability or accuracy of this information regarding your individual circumstances.


All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. 


Government Agencies




Understanding your unique needs is the foundation of my work. Once I have a clear picture of your objectives, I apply my expertise in both wealth and health to build a roadmap tailored specifically to you. Your goals are the priority; my mission is to help you achieve them.

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