I provide clients with a free financial needs analysis. I offer referral services through some partner companies such as Vivint for smart home security, legal shield for identify theft and Legal protection plan membership to give them access to a buffet of specialized attorneys for whatever need, auto insurance, investments through my broker, ira, 401k, college funds, etc.
We also provide opportunities to those interested in learning the financial services business with free training and educational seminars.
I’m licensed in Maryland, DC, and Va. However, we can service anyone in all 50 states including Canada and Puerto Rico.