As a licensed insurance agent and financial advisor based in Highlands Ranch, I am committed to serving clients from all walks of life. Although I work with clients across the board, retirement income planning is my primary focus. It's a true pleasure for me to assist retirees and pre-retirees in securing income they can rely on for a lifetime, with the added benefit of greatly reducing or even eliminating their taxes during their retirement years.
In keeping with my fiduciary obligations, I am dedicated to working in the best interest of my clients. It's incredibly fulfilling to see my clients' relief and satisfaction as their retirement plan comes to fruition. With tailored plans for each individual, my clients can rest easy knowing that their finances are secure.
Please note that Liberty Partners Financial Services, LLC is the securities provider, with an office of supervisory jurisdiction at 5060 California Ave, Suite 620, Bakersfield, CA 93309. Meanwhile, advisory services are offered through Liberty Partners Capital Management, PLC (LPCM), for which I am an investment advisory representative.
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