His true passion, however, has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he considers himself “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.
He has been in the financial services business for 15+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.
Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:
- Retirement planning
- Wealth Management
- Federal benefits analysis and advisory
- College planning
- Tax planning and consultation
- Income tax resolution with IRS and State
- Personal/Business insurance consultation and product selection
Learn more: https://www.dnafinancialassociates.com/
Podcast Disclaimer:
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.
