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I have owned and operated my own Insurance Agency for the last 26 years promoting Health and life, property and Casualty, and financial Services to my existing clientele. I am an expert at risk management and provide comprehensive financial retirement strategies for my clients.
My expertise includes, Estate planning for wealthy clients, Social Security enhanced income ideas, business succession strategies for business owners, and protection of Assets from Medicaid Spend-down for Middle Class retirees.
I am an Investment Advisor Rep currently holding my Series 66 and 7 license with my Broker Dealer, Woodbury Financial. I utilize various research sights including but not limited to; Investors Business
Daily, The Motley Fool's, Zacks Investment research, Market Trend Timing, and Seeking Alpha to get my investment ideas. I utilize different strategies of building portfolios for my clients based upon their risk tolerance, Investment time horizon, and the investment objectives they are trying to accomplish to make their dreams come true.
My Company name is Greenway financial, 1410 Triad center Drive, Saint Peters, Mo 63376
Registered Investment Advisor (RIA).
Dividend stock ideas & income, Energy stocks, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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