•Our Mission

We provide strategies, products and services that strengthen your financial security today while generating tomorrow’s wealth.  Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our conduct.

•Our Practice

Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending insurance products that can help you achieve what is most important to you. I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.

We begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. We listen to gain a thorough understanding of your personal goals for yourself, your family and your business. Only then do we match a diverse array of products to your specific needs. To you, I pledge my knowledge, expertise, resources and dedication to integrity in all that we do.

•How we work

An Objective Approach To Problem Solving

Critical to our "needs-based" approach, is our ability and commitment to listening and asking the right questions. We get to know our clients and understand what is truly important to them. Our goal is to help you to achieve your financial goals. To that end, we use a four-step process to help you with your insurance needs:

Analyze

Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your insurance portfolios to identify any gaps that may exist.

Recommend

We will provide you with suggestions to fill in the gaps and help you reach your objectives more efficiently.

Implement

If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services.

Review

Because your financial situation is bound to change, we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.

Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Professionals are only able to provide certain services if they are licensed to do so.