Wealth Planning for the Oil & Gas Professional

My financial planning practice has a focus on helping the O&G professional navigate the complexities of planning for your future.  With 18 years in the industry and 6 years in financial planning, I have a unique outlook on how to grow your wealth in this volatile industry. 

In this webinar you will learn:

• How to take advantage of downturns in the markets
• How to properly structure your investments to achieve any goal you set forward for you and your family 
• Strategies for life changes, such as marriage, home purchase, children, or divorce
• The "Four Cornerstones" of investment management and the importance of maintaining a focused strategy
• The importance of risk management to ensure financial stability and protect your family's future