History
Went into financial services business after college and got insurance license in 69 and security in 71. Worked for and managed several large firms in Dallas, Colorado Springs, Cleveland, OH, Charlotte and Columbia, SC. While serving as estate specialist for Merrill Lynch in Cleveland, Oh had the opportunity to work with a former U.S. president and several heads of industry with net worth's in excess of 100 million. Purchased a practice in Brookhaven, Ms to get back home in 2000. Joined hall of fame quarterback Fran Tarkenton in 2010 because of his commitment to providing safe money investments to people planning for retirement. I think that was the best decision I ever made in my career as Fran is one of the brightest and most caring person I have ever been associated with. When he retired from football he was the highest paid player of that time making $250,000 a year. He has started some 30 businesses from the ground up and I am proud to call him my partner.
Specialties
Worry free retirement planning with the opportunity to get stock market returns with NO risk. We are national recognized experts in providing tax free retirement funds. If you can keep Uncle Sam out of your funds might that add an additional 15 to 45% to your income. We are one of about 200 planners in the country certified to do this. Are you tired of low interest rates but want no risk, we can show you how to triple your CD rates with no risk guaranteed.