Smiling Man

ABOUT THE CLA

I'M A CERTIFIED LIABILITY ADVISOR

I've done something few in the lending industry have.  I've completed over 30 hours of rigorous course work, passed a series of tests, reviewed case studies, and worked with my own personal finances. 

 

Why?  So that I can help you each time you make critical financial decisions about wealth related to the buying, selling or refinancing of your home. 

What I can do for you?

Liability Management - Help you with key financial decisions when buying, refinancing, or selling a house - including a FREE comprehensive Total Cost Analysis.

Asset Management - Help you find a local financial professional that can work to assist you in an overall financial plan.

Financial Literacy - Provide you access to select financial education, live-in-person education for small to large businesses and non-profit organizations.

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Contact Me For a Free Liability Consulation

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PRODUCT

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PAYMENT

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AVAILABILITY

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AMOUNT

Financial Education Series

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A 10-Part Series on how to manage cash flow and borrowing in a way that maximizes your wealth creation.  Ask me about teaching this for your company.