As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters ages 11 and 17. I currently specialize in Optimal Income Strategies, that assures my clients pay less in income taxes while providing a Guaranteed Income streams for Life. My Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. I am a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).
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