I have years of experience helping clients prepare for the unknown while meeting their financial goals. I can provide valuable solutions regarding
As an independent financial advisor, I can access many different products so you can get the right products and services for you.
I use proven strategies based entirely on your goals and needs. We will utilize a holistic approach during our initial discussion. And you can count on unbiased recommendations and impartial guidance as we work together toward your secure financial future.
Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding my client’s every expectation. Call me today to find out how I can suggest long- and short-term strategies that will help you realize your financial dreams.
RESPECT – I treat all people with respect no matter where they live, what they do, where they come from, their gender, their ethnicity, how much money they make or have, nor their religious belief. Every person is different and will be respected for who they are.
HONESTY – I am honest in all communications, interactions, explanations, and recommendations. Yes, I make money helping people find the right insurance solutions for their specific needs. However, I will never violate the four core principles in order to make money personally.
INTEGRITY – Everything I do revolves around a deep inner desire to help people the best way possible for their unique situation. I put the needs and desires of my clients above everything. I still believe in "Do to others as you want them to do to you".
WISDOM – Wisdom starts with listening and understanding what concerns and goals my client has. Once we have discussed those I use my extensive knowledge of solutions and products to help my clients develop a course of action wisely.
Many of my clients have faced some or all of the questions you face right now.
Sometimes those questions keep us awake and interfere with the peace of mind we all want .
You are not alone during these times. I have helped many clients implement solutions to stop the questioning and put an end to the sleepless nights.
How can I maximize my social security?
How will I pay for home health care and long term care costs?
How can I make sure I don’t run out of money during retirement?
How can I guarantee my retirement income?
How can I avoid taking losses when the stock market drops?
How can my money receive gains when the stock market goes up but not lose money when the stock market goes down?
How can I maximize my inheritance to my loved ones?
How can I cover the costs for critical illness and chronic illness while providing a legacy for my loved ones?
How can I provide for my family and loved ones in case of untimely disability, critical illness, or death?
How can I create a tax free retirement income?
How do I help my children with college funding?
How do I keep assets from being a negative influence on my child’s FAFSA?
What are my best options for medical care when I go onto Medicare Part A and Part B?
Look through the list above and let me know...are you being nagged by a question on this list?
Or perhaps you are being kept awake at night by a question I don’t have on this list.
Contact me and let’s work together to find the best solution for you.
Implementing a plan of action that answers those nagging questions will
Provide Peace of Mind for You and Those You Love.