Passive Income Skills was formed to educate and help people pass on their income from one generation to the next. That can be as simple as life insurance + a will / trust. But the greatest goal is to help impact-driven business owners delegate authority, the way Jesus modeled with His disciples, so that whether the owner (who is usually very hands on) lives or dies, their mission and impact lives on - as well as the income it creates for their families and employees so that nobody is left struggling if one person is suddenly called home.
As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.
I am a financial advisor for small businesses because I was called by God to teach business owners the lessons that I had to learn through trial and error. I have been married for six years and we have a two year old son. I attend The Garden and I am part of ISI Men's Ministry, and other Bible Studies throughout the week.
Spirit of Service (SOS) protects the vulnerable with professional guardianship, and empowers families with fiduciary estate management, turning end-of-life burdens into Christian stewardship that supports each client’s charity of choice. We provide Estate Executor, Personal Representative, Trustee, POA, Medical Surrogate, and Professional Guardianship services for everyone in the state of Florida.
PACKING, SHIPPING AND MORE