Your Financial Future
Helping Individuals, Families and Business Owners Organize, Build and Control Their Financial Future From insurance to investments to college-planning to retirement, the decisions are overwhelming and the information is inconsistent! That's where Certified Financial Services LLC and my team come in.
My specialty is personal finance - organization and education are the keys to making the path to meet your goals and exceed your expectations!
My past experience as a paralegal, small business owner and licensed mortgage broker have led me to my desire to bring much more information to my clients and prospective clients, especially since 2007.
If you are not 100% confident that your financial plan is meeting your goals, please call me to discuss how making strategic changes and coordinating your assets will get you there! If you are just hoping and keeping your fingers crossed, you need to talk to me now!
Helpful Content
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Layers of Protection
Take these five steps to protect your financial well-being before making any other changes.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Infographic: The ABCs of Financial Literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
The 12 Steps to Living Confidently: How to Protect Yourself
Protection. We’re obsessed with it these days.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
6 Steps to Rewire the Mind-Money Connection
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.