Retirement planning, tax qualified retirement plans (401(K), IRAs, etc.), mutual funds, insurance used in retirement planning, estate planning (tax planning, transfer of assets, creditor protection). Long term care costs, planning, policy features.
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. Long term care planning specialist, 4 years.
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