I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement. We offer college courses and workshops to further the financial education of our clients, so they will have the knowl­edge and confidence to make financial decisions suited to their goals and objectives.

Retirees and working adults are increasingly responsible for making and understanding sophisticated financial decisions involving investments, diversification, retirement and money management. Many lack the basic knowledge to assume these responsibilities, placing their financial well-being and retirement lifestyle in jeopardy.

We work with Adult Financial Education Services, a not-for-profit organization that is committed to raising the financial literacy of adults to make suitable financial decisions and understand investment advice received from others.

Want to learn more?

Check out these articles below

Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income

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Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income

Catch-Up Contributions

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Catch-Up Contributions

Systematic Withdrawals in Retirement

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Systematic Withdrawals in Retirement

Budget Check Up: Tax Time Is the Right Time

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Budget Check Up: Tax Time Is the Right Time
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