Life Check

Life Check

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Before retiring, a financial professional shared key financial concepts that, had I known earlier, would have altered my financial path. Financial literacy is out there and some of you are unaware what's really out there for you. My mission is to make sure you get information that is vital to you and your family. My family & friends who died or been very sick and were not protected financially was heart breaking for me. Let's get educated!

06/15/2026

You are invited to attend a workshop event tomorrow, tailored to the interests of future retirees, independent individuals, and business owners. The event has received positive feedback, and your attendance would be appreciated. It will take place tomorrow, Tuesday, at 6:45pm. To register, simply scan the QR code or send me a message for the link. Have a great day!

06/12/2026

3 Types of Annuities
____________________________
1.) Fixed Annuity- predictable GUARANTEED growth

2.) Fixed Indexed Annuity- growth linked to the market, principal Protected!

3.) Income Annuity- a paycheck that lasts AS LONG AS YOU DO!

Which one would you choose?
Had I known #3 would have worked for me.

06/02/2026

Prioritize your family's well-being, secure your income, and build a retirement plan. Implementing effective financial strategies now can yield significant benefits in the future. Let's schedule a meeting to discuss further by contacting me!

05/28/2026

Good afternoon, I invite you to attend an informative Ready for Retirement workshop tomorrow at 6:30pm PST, where valuable financial information will be discussed, suitable for individuals across various retirement timelines. Registration can be completed by scanning the QR code. Utilizing knowledge is key to advancing your financial security.

05/25/2026

You are warmly invited to our financial workshop, with particular emphasis on nurses, in recognition of your remarkable service and long hours. This workshop offers essential information and financial planning advice to support your future. To participate, scan the QR code or reach out to me for Zoom access details. Have a great day everyone.

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6751 N Sunset Boulevard, Ste 320
Glendale, AZ
85305

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm
Saturday 8am - 6pm
Sunday 12pm - 5pm