Get answers to questions like;

  • How do I get comfortable addressing finances on my own?
  • How do I find a financial advisor I can trust?
  • How do I save for myself and help support my family?
  • What can I do to prepare for a “life change” that could affect my finances?
  • Will I have to work past the retirement age just to be able to retire?
  • What if I become a widow?
  • What happens if my husband controls all of our finances?
  • And more!


Crystal Oculee

Crystal Oculee
Chief Financial Strategist

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Annuity Specialist®
  • Certified Fund Specialist®