I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of insurance, estate conservation, and preserving wealth.
I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money strategies , as well as other issues that are critical to your financial well being.
Money Purchasing Plans
Profit Sharing Plans
HSA - Health Savings Account
Associates of QI Financial Strategies do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
Disability Income Insurance
Long-Term Care and Disability insurance are offered through representatives who are independently contracted with insurers providing such coverages and are neither underwritten nor issued by National Life Insurance Company.
firstname.lastname@example.org | (929) 324-0097