FINANCIAL PLANNING | INSURANCE INVESTMENTS | RETIREMENT
Need help to achieve your financial goals? We use an array of products, services, and technologies to provide financial services that give you the tools for success. In addition to 1-on-1 consultations, I regularly host workshops and seminars for people who are interested in developing their own financial acumen.
Mortgage & Equity Protection
Final Expense Planning
Long-Term Care Planning
Cash Flow Maximization
Identity Theft Protection Plans
Employee Benefits Review
Key Person Insurance
Business Overhead Insurance
Small Business Legal Plans
Defined Benefit Plans for Retirement
Business Exit Planning
Executive Incentive Programs
Financial Wellness Programs
AFFILIATIONS & REFERRALS
Home & Auto Insurance
Tax Planning and Accounting Services
Advanced Legal Planning
SAVE UP TO 40% ON LIFE INSURANCE
If something happens to you, the last thing you want is for your family to become ruined financially.
Get a life insurance policy that provides benefits in the event of:
Death - In the event of premature death, your insurance plan can pay off your entire mortgage, replace your income, and leave a legacy.
Critical Illness - Your plan pays you a lump-sum cash benefit when first diagnosed with cancer, heart attack, or stroke.
Chronic Illness - The policy pays a benefit if you are unable to perform 2 or more activities of daily living or require substantial supervision due to cognitive impairment.
Terminal Illness - Your plan pays a benefit if you are diagnosed with a medical condition that will result in death within 12-24 months, depending on your state.
Cash Back Option - Returns up to 100% of your premiums if the benefits are not used, making the cost of your insurance $0.