We offer a wide variety of products and services to help you solve today’s personal financial problems and to prepare for the future.
Financial Resource Services
•Life & Disability Income Insurance Needs
•Retirement Income Needs
•Budgeting and Cash Flow Study
Retirement Products & Services
•Individual Retirement Accounts (IRAs)
•Retirement Needs Review
•Long Term Care Insurance
Tuition Funding Programs
•College Costs Analysis
Estate Planning
•Estate Preservation
•Tax Reduction Strategies
•Charitable Giving
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.