I am an experienced finance professional with over two decades in the financial services industry who is passionate about serving clients so they achieve their financial goals with tax free income and risk free growth. My focus is to make the process easy and understandable. I received my MBA in Financial Management and International Business from Drexel University’s LeBow College of Business and my undergraduate degree in Business Administration specializing in Financial Services from Delaware Valley University. God has blessed me with a wonderful husband, two amazing teenagers and one fur baby. Let’s get started making a positive impact on you and your family’s future!
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You can earn stock market gains without the stock market losses. Your account can never experience a loss no matter how much the stock market plummets.
This strategy will provide tax-free income during your retirement years. Unlike "qualified" plans it will not be subject to a tax hike.
If set up properly, this strategy will provide income you can rely on year after year no matter how long you live.