I have dedicated my twenty-year financial services practice to helping clients identify their long-term retirement objectives, develop a realistic & attainable strategy, and ultimately reach their financial goals. These goals are met by establishing a plan to ensure they do not outlive their income, avoiding potential probate, maximizing asset protection by reducing risk exposure, and minimizing taxes on Social Security benefits. Retirement is meant to be a time to enjoy and sustain one’s lifestyle knowing your assets are protected…that’s where I come in!
Regarding “WHO” I am, I graduated from Jesuit High School of Tampa and then went on to the University of South Florida where I earned a B.A. in 1985. My wife, Kim, and I have been married 33 years, have one son, Christopher and reside in the Tampa Bay area. The Faulk Family is actively involved in various programs at Christ the King Church. I am also involved in the Knights of Columbus (Past President), the USF Alumni Association (Life Member), Amateur Athletic Union (Club Manager), and the Southeast Basketball Academy (President of the 501(c)3).