We help other successful professionals & business owners maximize their compensation packages to create and manage wealth for retirement so they can spend their time on what they're passionate about. If you've come looking for help in planning for your financial freedom, you have come to the right place. WEALTH Financial Consultants' purpose is to assist clients in achieving their financial object
ives. We hope you'll take the time to explore this site to gain better understanding of our firm and how we may add value to your financial circumstances. Financial planning, including money management, is not a simple nor easy process. Effective money management involves three important tasks: managing your investments, assessing your exposure to risk, and preserving your wealth. Our goal is to create financial strategies to help address these tasks while providing an extraordinary amount of personal service. I am licensed to sell insurance Products in the following states: AR, FL, MN, ND, WI
I am licensed to sell Securities in the following states: AR, FL, MN, ND, WI, AZ, CA, CO, KS, MO, NE, TX, WA, WY
Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Women in Insurance and Financial Services (WIFS) was founded in 1936 and is an association of financial services professionals. Qualification for the 2010 through the 2018 Circle of Excellence is based on personal income for the year prior to the award. All Circle of Excellence registrants are current members who pay a membership fee and provide proof of income. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Five Star Wealth Management: Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visithttp://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf
http://www.finra.org
http://www.sipc.org