About Waze to Wealth
What if you already have a financial map?
Planning a vacation? Chances are you spend more than an hour a year thinking about it.
Even if your retirement is a long way off, your future self will thank you if you give your plan more than an hour of attention a year.
Our roadmap process examines your current route and presents optimizing strategies for a more prepared and peaceful financial journey.
Waze to Wealth can make your long-term financial plans less stressful by giving you the guidance and choices to optimize your assets, giving you a peace of mind.
Free Financial Roadmap Seminar
Where are you now?
Where do you want to be in the future?
Those two questions are critical to establishing your financial roadmap.
4-24-2025 Seminar Topics:
It's a Journey, not a Destination
- Assessing your current situation and plan.
- Possible Pitfalls and Roadblocks.
- Options to Minimize Risks.
- Are there any Guarantees in Life?
See Blog for more details.
Or scan the code above to register.
Long-Term Care Insurance
Long-Term Care Insurance
Are you eligible to buy it?
What is Long-Term Care Insurance?
I've seen the cost of care my family members had to bear as they aged with dementia at home. With 2/3 people over 65 needing this type of care, this added expense can be a burden on your spouse or even children.
There's lots of information available on the web. I can help you navigate through this information, giving you the chance to plan the best path for you and your family.
See my blog "Why Buy LTC Insurance?"