Basic investment planning, retirement planning, qualified retirement plans (401(k), IRAs, etc.), retirement account transfers and rollovers.
Comprehensive financial planner, 14 years; Executive Director, Association of Christian Financial Advisors, the nation's largest nonprofit financial planning network. Financial writer and frequent contributor to journalists and media sources.
Association of Christian Financial Advisors (Executive Director), National Association of Insurance and Financial Advisors (NAIFA).
Fox Business News, Yahoo Finance, Yahoo Small Business, BankRate.com, Savingforcollege.com, BoomerPlaces.com, InsuranceQuotes.com, InsuranceQuotes.org, DailyFinance.com, Credit.com, Military.com, VitalAdvice.com, Can Do Finance Online, Credit Sesame, Money & Finance Online, The Fiscal Times, Business Insider, military-advanced-education.com, ExpertBeacon.com
BBA, MAS; Securities licenses, FINRA Series 6, 63, 65, 22
I will be receiving a final payment from a structured injury settlement (in the form of an annuity), approx. $50K; the injury was received as a child, I am now 30 yrs. old. I understand that the settlement