I have over 30 plus years of professional experience in Sales, Marketing and Financial Services. I am insurance licensed, and series 6. 63 and 65 in DC, Maryland, and Virginia; DMV area. I’ve help middle income families, and Small, Medium Size Businesses (SMB's) with strategies and solutions to improve their overall financial position.
My current focus is helping pre and post government retirees simplify their TSP and other retirement saving plans’ process.
My experience has taught me, clients are concerns with just a few things; 1) How do I protect what I’ve already have; 2) How do I prevent losses in my saving plans; and 3) How can I ensure my retirement years will be comfortable.
Our solutions and strategies specialize in Asset protection, Life Plans, Health insurances and Retirement planning. Our goal is to provide tangible and monetary value of financial concepts to improve our clients’ financial stability.
NOW IS THE TIME
EASY STEPS TO
Pay Yourself First
Invest Your Money
Never Lose Principle
Be The Bank
ENJOY MONEY YOU WILL NEVER OUTLIVE.
Using 7 Principles of Money Management edited by Dennis L. Sheffield. In this free Ebook Dennis teaches you how to protect your assets with a step-by-step guide in making your money work for you.
HELPING FAMILIES LIKE YOURS BUILD LEGACIES
USING THE SHEFFIELD GROUP FINANCIAL SERVICES' 7 PRINCIPLES
OF MONEY MANAGEMENT.