A&D Financial Solutions

01/05/2026

Thinking about getting help with your finances? Here are some FAQs I get from clients:
💬 “Do I need a lot of money to get started?”
No! I specialize in helping real, everyday families. We start with w​h​ere you are at.
💬 “What does it cost for a financial needs analysis?”
It’s completely complimentary.​ You will never receive a bill for my time!
💬 “What kind of services do you offer?”
Term life insurance, ​S​avings on Insurances, ​Retirement planning, ​Debt elimination​, Mortgage Purchase & Refinance and ​Simple strategies to grow your money.
💬 “Will you talk to me in plain English?”
Yes — no confusing jargon. Ever​!
💬 “What’s the first step?”
A quick, pressure-free conversation so I can learn about your goals.
If you’ve been wanting to get your financial house in order, I’m here to help.
Comment “READY” or message me privately.

11/06/2025

02/13/2025

Exclusive Offer for Wyse Choice Financial Solutions Members: Get Your Free How Money Works PDF!
As part of our community, you’re invited to receive a free digital copy of our How Money Works book—your guide to making smarter financial decisions.
Discover practical strategies on taking control of your finances, paying off debt, buying the right insurance, and much more!
When you know better, you can do better! Visit our website to claim your free copy of "How Money Works" now and start making empowered financial moves today!
click here Grab your copy here:

02/12/2025

https://youtu.be/GxH8dlWyjNU
My agency partners with Rocket Mortgage to assist my clients with purchasing their new home or refinancing their current mortgage. Please reach out when you are ready to start looking for that new home or want to remodel your current home.

An incredible moment of unity in New Orleans tonight. 65,000+ fans just joined in with our commercial to sing “Take Me Home, Country Roads”- the first Super ...

02/09/2025

Referrals are Always Welcome! Who Do You Know that May Want to…
🩷 Get a Free Financial Checkup?
🚙 Save money on Auto & Home Insurance?
🏝️ Ask questions or get some advice on Retirement Planning?
🏡 May be looking to Refinance a Mortgage or Buy a new House?
💰 Left a job and they are not sure what to do with their 401K account.
💐 Make sure their family is properly protected with Life Insurance
💡 Wants legal documents created (i.e. Will, POA, Medical Directives)
How about YOU, would you like to get your complimentary Financial Check Up?
Happy to help! Please contact me with questions or referrals.
Call or Text: 330-800-8945. You may also send me a DM.

02/05/2025

Here is General List of Services my Agency can Provide:
✨ Life Insurance
💲 Investments
🚗 Saving on Auto & Home Insurance (40+ national companies)
🏝 Retirement Accounts (Roth IRA, 401K rollovers, Traditional IRA’s, etc.)
🎓 College Savings
💵 Emergency Funds
💸 Budgeting
🏠 Mortgage Refinance / New Purchase Mortgage Loans / Equity Loans
🔑 Legal Document Preparation / ID Theft Protection
🏡 Vivint Home Security - Home security system
👌 Complimentary Written Financial Plan / Financial Planning for your Future
📍 Income Opportunity - looking for sharp people to join my agency

02/04/2025

Just like a health checkup, your finances need a regular review. A Financial Needs Analysis (FNA) could help you identify where your finances might need a little TLC. Do you want your complimentary check up? Contact me today to get started!

01/30/2025

My agency helps families in all areas of personal finance, with a focus on teaching that financial education we didn't necessarily learn in school. We are licensed to assist with investments, insurances, mortgages and teach people how to get out of debt. My goal is to empower families to make good decisions about their money. I'd love an opportunity to show you what we do.

01/27/2025

✨Could a cash-out refinance be the right choice for you to consolidate your high-interest debt?
Let's have a conversation to see if using the equity you've built up in your home is an option to getting you on the path to financial independence! 🏠