Financial Consulting, with a Personal Touch

We can plan your brighter future!

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About

Making & Meeting Goals

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I start by discussing your personal/family goals and then review your current finances. I have a "Team of Experts," who assist me in meeting your priorities. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals. 

Financial Education: Money in the Bank is an independently owned and operated financial education center. As an experienced Broker, I am dedicated to delivering independent and moral financial solutions. Services include education in personal banking, personal finance, credit building, lending solutions, retirement, and investments. This site is constantly being updated and has continuous cycles of improvement in the works.

Building Strong Futures

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What does "Money in the bank" mean to you? Money in the bank, allows you to have disposable income to take care of yourself and those whom you care about. l  am passionate about helping both individuals and families save money. My current focus is *Student Loan Debt (average savings range from 30 -50% on both governmental/private) as well as unsecured*Credit Card Debt.


About Me

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Since 2008, I've been helping both individuals/families, safeguard their assets and plan for the retirement they want as a Life Insurance Agent. In addition, Mentored three successful sons (Entertainment Business, Transportation, and Public Policy), been involved in Public Education at both the primary/secondary level, Tutored Students in proper "study skills"to achieve academic success, Managed Offices to increase Sales; Been a Tax Preparer, and created Resumes that led to desired employment.


Contact Me

Request A Consultation

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

THE PHP AGENCY

3600 Lime St., Bldg 3, Ste. 323, Riverside, CA 92501

(909) 573-8131

Hours

Monday - Friday: 10am - 3pm

Saturday: By appointment

Sunday: Closed