SOS - Securing Optimizing & Satisfying Your Retirement Goals

About Us

My mission is to provide simple and unique income strategies. Located in Tomball for over 16 years and assisting the surrounding area with over 40 years of combined experience. In our office we strive to protect, and succeed in meeting our client's specific financial goals. We assist you to navigate life's transitions that involve financial change. Our office provides the essential products and information for necessary retirement planning such as: Asset Allocation & Protection, Income Planning, Understanding Social Security, Conserve or Eliminate Taxes, Life Insurance, Long-Term Care Insurance, and health plans for all ages. At SOS, we will help Secure, Optimize and Satisfy your retirement goals!