$100,000 Ring Earners
Computer/Software, Consulting, Finance, Real Estate

Married in 1999, my wife, Jeanne, and I began to pursue our dream of owning horses. We knew we needed acreage as well as the financial resources to properly care for them. One of our foundational life verses is Proverbs 3:5-6, “Trust in the Lord with all of your heart, lean not on your own understanding. In all that you do, acknowledge Him, and He will direct your path.” While the path has not always been smooth or straightforward, He has always led us through!

As the founder of a financial advisory firm, I have the privilege of meeting with individuals who have a net worth anywhere from zero to millions of dollars. As one might expect, we assist with such things as retirement planning, life insurance, investments, annuities, structured notes, mutual funds, IRA’s, 401(k)’s, and more. However, assisting with financial planning should not stop with finances alone. Estate planning, legal protection, and identity theft protection are key aspects of proper financial planning.

While some do have their estate plans in place, many do not. Whether it is the need to prepare a Will or a trust, I have found that LegalShield can help fill the gaps for many clients in a very affordable manner. Similarly, I always recommend IDShield. Identity theft is far too significant a problem not to have a proven solution in place.

“You’ve got to be very careful if you don’t know where you are going, because you might not get there.”

—Yogi Berra

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