Financial Coaching and Insurance Services
Your Future Starts Now. Find Peace and Clarity, Create Wealth.
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Financial Coaching and Insurance Services
Removing stress and anxiety from your financial situation is what we do! Have you been putting off your Financial Health and need a checkup? It does not matter what stage of life or Income level. From new job out of college to navigating retirement we can help!
I've been coaching people for 15+ years with wealth accumulation strategies, debt reduction strategies, and risk assessment. My passion to help others, led me to launch a financial practice. My role as Daddy to Two Sets of Twins might help you understand where I came up with our name.
Clients take steps at their pace and without pressure of feeling sold. At Twin Wealth Strategies we serve people. We spend a lot of time with small business owners and understand their pain points. Each individual/family/business we serve have different needs, wants, goals, and dreams. We have the ability to manage financial complexity with ease and with the heart of a teacher. Providing clients with knowledge for them to make educated decisions today.....ultimately taking action on strategies which determine the tomorrow's.
Licensed Insurance Producer access to 40 different Carriers meeting client individual and group policy needs
AL, GA, FL,TX,PA
Medicare Solutions Independent Agent w/Advocate Health Advisors
Medicare Advantage - Supplements-Prescription Drug Plan options
We might have a bit of drama in the house but there is lots of love too!
We can help employees regain focus at work by improving Financial Health.
We help the Church to gain control of financial gifts in times of crisis . Helping those who receive gifts to become sustainable. Reoccurring financial assistance will halt so the Church can serve more needs within the community.
Sometimes the consultation results in a recommendation to keep what you have!
We celebrate that you have the best option with a high five or fist bump and you go tell everyone of the great honest counsel.
If enrolling into an insurance plan is the result to better your situation, than the Insurance carrier pays the agent commission. Medicare regulates commissions that Insurance companies can pay agents. I'm an Independent Agent with Advocate Health Advisors and Don't work for an insurance company. Being appointed with many insurance carriers allows an unbiased comparison approach to coverage. I'm able to help the client select a plan which is best suited for their specific situation.
Download the Guide to Personalized Solutions below for more information and then be sure to call me for your next annual review! I'd be honored to Help You!
Health, Dental, Vision................contact us today for a quote!
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