The Financial Exchange

About The Financial Exchange

The Financial Exchange is a small financial management services business located in Hampton, Virginia. It is designed to assist individuals in managing their personal and business financial resources.  We are continually thinking of ways and means to enhance the management of financial resources to achieve clients’ objectives.  I believe that education is the springboard to achieving one’s financial goals; therefore, we endeavor to educate as well as provide financial products and services to clientele. I am an experienced seminar speaker on financial management. I offer a wide range of financial services to the public including:  life, health, long-term care, and disability income insurances; fixed indexed retirement annuities; Individual and self-employed retirement plans; debt analysis and repayment plans; income tax preparation; and simplified financial plans. My passion is to empower all persons to live within their financial means, become financially secure, and retire without the burden of debt.  This passion is best seen in my quest to provide the best customer service within my abilities.  I consistently maintain that the Financial Exchange is “a fun place to do business” which allows one to acquire the financial management resources normally offered only to the select few while having them look forward to their financial journey.