I’m a licensed life and health fiduciary with World Financial Group (WFG), and my passion is helping people feel confident and secure about their financial future. Whether you’re planning for your family, your career, or your business, I make sure you have the guidance and tools you need every step of the way.
Fiduciary Service
Meet Eileen – Your Partner in Financial Wellness
Here are some of the ways I can support you:
- Financial Education – Breaking down complex money topics so they actually make sense
- Retirement Planning – Creating a clear path to the future you want
- Generational Wealth & Legacy Planning – Helping you protect what you’ve built and pass it on
- Children’s Education Planning – Making sure your kids’ dreams are within reach
- Debt Management – Finding strategies to get out of debt faster and smarter
- Tax-Saving Strategies – Keeping more of your hard-earned money
- Living Trust Support – Making sure your wishes are carried out with ease
- Income Protection – Replacing income in case of disability or unexpected loss
- Long-Term Care Planning – Preparing for health needs later in life
- Annuities – Providing steady income you can count on in retirement
- Business Solutions – Key Man Insurance and employee benefits to protect and grow your company
My mission is simple: to make finances less stressful and more empowering so you can focus on living the life you want.
