My passion for financial planning all began upon my father's passing. With his preplanning, my family and I were able to fully fund our educations and my mom was left without worry. I got a job as a Financial Advisor at MetLife, with a referral from a friend, and starting building my practice. Lots of long nights & weekends calling, in the first few years, but a time that I value today as I know it was necessary.
After working there over ten years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients' best interests. Upon having this realization, I decided to pursue my own practice under the Commonwealth Financial NetworkTM umbrella and I've never looked back.
After working there over ten years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients' best interests. Upon having this realization, I decided to pursue my own practice under the Commonwealth Financial NetworkTM umbrella and I've never looked back.
Services
Screaming Eagle Wealth Management specializes in working with families in the energy & agriculture industries and guides them to successfully manage their transition into and throughout retirement. Throughout the years, Screaming Eagle Wealth Management has built a specialization working with clients having common goals ( including retirement, family time & travel ) concerns & challenges.
Each new and renewed engagement is approached with a consultative process. This allows Screaming Eagle Wealth Management to have an open dialogue in which we learn about every client's values and goals while working with them to tailor a plan to help achieve those goals. As a valued client, you will experience our Wealth Management process, built around a series of five meetings, outlined below.
If you claim your social security benefits and then realize doing so might not have been in your best interest, you may have an opportunity for a do-over. With so much legislation making its way through Congress, the time may be right to start thinking about how to play defense against potential tax hikes.
Advanced Planning is the proactive discipline of analyzing ones current financial picture compared to where they want to be, then building strategies to fill those gaps. We have identified the following four areas as the most common concerns of our clients.
Great time and focus are spent on these four areas, as they involve all financial decisions outside of investing and are often an area where one can exhibit the largest amount of control and impact.Wealth Enhancement is about minimizing the impact of taxes, managing debt liabilities and improving one's cash flow.
Great time and focus are spent on these four areas, as they involve all financial decisions outside of investing and are often an area where one can exhibit the largest amount of control and impact.Wealth Enhancement is about minimizing the impact of taxes, managing debt liabilities and improving one's cash flow.
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