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For over 20 years my passion has been educating people about the importance of financial planning through a simple ACTION process of Education, Planning and Protection. I’ve hosted action-oriented Educational Workshops on Retirement Income, Long-Term Care, Social Security and College Protection Planning Strategies for clients and various Financial Advisors, Accountants, CPA’s, Employer Groups and Associations across the United States. I’ve been fortunate enough, through my talks, to inspire audiences to Take Action and Protect their families and finances NOW! Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M99389, AR Insurance License Number - 6078650. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. /COMPLIANCE:2024-5770/
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