- WJ Advisory Group
Imagine waking up every morning in retirement and not having to worry about money.
“When people ask me what I do I always say, I help people find the money to create a worry free and sometimes tax-free retirement.”
Since 1999, I have been helping people almost everywhere in the United States create a worry free retirement plan and if possible a tax free retirement plan. I find out each of my clients specific needs and then create a plan that avoids stock market volatility, which can ruin a retirement plan.
By using strategies that have been around for decades my customers can create more retirement income with less savings, leaving more money to do the things they love or to pass on to their children.
I am a graduate of Oklahoma State University where I met my wife of 35 years who is also a graduate of Oklahoma State University. We have two children and 5 grandchildren. I enjoy being involved with my church and do a little bit of farming because I enjoy being outdoors. I also enjoy traveling with my wife and spending time with our children and grandchildren.
LICENSES & ACCREDITATIONS
- Financial Advisor
- Insurance Representative
AREAS OF EXPERTISE
- TAX FREE RETIREMENT
- ESTATE PRESERVATION
- COLLEGE FUNDING
- FAMILY PROTECTION