• Get a Real Deal

    Twelve years ago, I was at an Alumni event and learned about a fellow alum who helped people get out of debt. He was looking for people who wanted to help others like he does. The path to helping people included me getting an insurance sales license. I got my license in a few months and went to work trying to help people.

    Long story short, I helped exactly zero people get out of debt. While the respected personally driven debt relief program does work, it only takes one unexpected expense and your whole plan can be turned on it's head. Like most restrictive diet programs, all it takes is one little "whoops" and most people are back where they started - or worse.

  • Change Direction

    Shortly into this journey, I found out that I would soon be losing my employer sponsored health insurance. I got to work figuring out how to get my own policy. What a mess! I have a masters degree and an insurance license, but found the whole health insurance process so confusing. Then, ACA started making it more affordable, but still very confusing. So, I focused my business on Individual and Family Heath Insurance and Medicare.

    Still, in the back of my mind, I wanted to help my clients struggling with finances. I heard about people building tax free wealth while living debt free, but thought that was only the ultra rich. I didn't think there was anything like this for regular people like my clients and me.

  • Still Want to Help

    Now, twelve years since I first wanted to help people get debt free, I finally found a proven program that actually helps people get debt free in an average of 9 - 11 years, and it helps us build wealth. I say "us" because, yes, I too am working the program to break free of debt while building a more prosperous future.

  • The Best Part Is

    I am spending the same money to build wealth that I used to spend just to maintain my bills. I am on track to be completely debt free in 9 years - including my student loans. If the student loans actually get forgiven, then the program works that much faster!

    I am building Assets that Grow!

    Assets that earn tax free interest.
    Assets in a format that won't penalize withdrawals before reaching a certain age.
    Assets that won't require me to pay taxes on my withdrawals.
    Assets that I can use for any purpose and even use to help my family.