Basic Information
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Company
The Legacy Wealth Network -
What is your "why"? Why do you do what you do?
My mission is to educate people on the taxation of their money in both the accumulation and distribution phase of their life. Financial planning tends to stop at the accumulation phase for most people, however, how much money we get to SPEND from our portfolio is far more important. My mission is to make sure people are planning for the taxation of their money during the distribution phase. We help people eliminate unnecessary and excessive advisor fees as well as excessive market volatility. We also help people protect their loved ones from financial disaster when the unexpected happens in life. Our holistic approach to financial planning allows us to help you properly prepare for your financial journey through life. -
Unique Selling Proposition
At The Legacy Wealth Network, we help women turn success into security—building wealth with purpose and retiring in the 0% tax bracket. -
About me
I am mom to two beautiful kiddos--Presley, age 9, and Connor age 4. I grew up in San Antonio and graduated from Texas A&M University. After a 10-year career in education, I made the transition into financial services. When first starting out, I realized how many questions were left unanswered and financial plans built with inflated projections. -
Hobbies and interest
I love to read, workout, cook, craft with my daughter, and spend time with my family. We love watching Disney movies together and attempting to bake gluten free treats. My family and I spend a lot of time doing things outdoors together as much as possible.
Contact Information
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City / Town
HOUSTON, TX -
State
TX -
Country
United States
Education
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College / University
Texas A & M University -
Graduation Year
2008