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Mission

I am a professional who works to increase and safeguard the principal, income, growth and tax-favored treatment of my clients through offering a variety of different plans and products. I care most about educating people so they may be partners in understanding and planning, not just investors.

The mission of Pacana Conservative Wealth Management is to…

  1. Educate you how to avoid losing money to a stock market downturn when it WILL happen.
  2. Reduce TAXES from your retirement money when you utilize it for income and/or legacy. 
  3. CREATE a plan to help achieve lifetime income.
  4. LEARN to maximize all savings plans, including Social Security.
  5. Set-up a PRIVATE, non-reportable retirement plan when possible.