Financial Planning

Here to connect you with the financial resources that are best for you.

My Financial Philosophy:

  1. Pay Yourself First

  2. Keep it Simple

  3. Be Boring

Financial Planning:

The Jeffords Group

PFG 570

White Coat Investor Website

White Coat Investor Books

Real Estate:

Dan Ritter and Adam Funck - Real Estate

Christy Bergen - Real Estate

Adam Funck - Mortgage Broker

John Young - Mortgage Broker