About 10 years ago, I found my clients saying I don’t have any money to save. Their savings programs had gotten to a standstill. And when it came to planning for the future it was embarrassing. “It” was not in the plans, no matter what, if you know what I mean. Moreover, they had no answer to, how to save more, how to keep their current life style, and how to prepare for their future? They tried everything…extra job, home based business, e bay, any way to have extra money. This worked with the sacrifice family and free time. I wanted to find a way to help and I did. Now with the help of the internet I'm trying to help as many people as I can to prepare for their future. I was introduced to financial planning later in my life and have had to play caught up. If I can share the knowledge I have learned over the last ten year with you and it helps you to start your planning early so you are not like me then we will both win.
I’m a licensed tax preparer and insurance agent. I have worked for the past ten years in retirement planning for my clients, and because of my education and licenses in tax preparation and insurance annuity plans I developed a unique program that not only helped my client to save more money, but accomplished the savings with little or no effect on their take home pay moreover I saw a way for my clients to take advantage of retirement products to help them save for retirement, and at the same time make adjustment to their payroll taxes to let them living the lifestyle they were live before they started saving.
