SERVICES OFFERED

 

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.

INDIVIDUAL/FAMILY PLANNING

Family Portrait
  • Financial Organization

  • Financial Roadmap®

  • Mortgage & Equity Protection

  • Life Insurance

  • Final Expense Planning

  • Disability Insurance

  • Long-Term Care Planning

  • College Planning

  • Retirement Planning

  • Investments

  • Cash Flow Maximization

  • Savings Strategies

  • Legal Plans

  • Identity Theft Protection Plans

  • Estate Planning

  • Employee Benefits Review

BUSINESS PLANNING

Financial Consultation
  • Financial Organization

  • Key Person Insurance

  • Buy-Sell Agreements

  • Business Overhead Insurance

  • Small Business Legal Plans

  • Defined Benefit Plans for Retirement

  • Business Exit Planning

  • Executive Compensation

  • Health Insurance

  • Group Benefits

  • Executive Incentive Programs

  • Financial Wellness Programs

AFFILIATIONS & REFERRALS

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  • Home & Auto Insurance

  • Commercial Insurance

  • Tax Planning and Accounting Services

  • Advanced Legal Planning

  • Bookkeeping Services

  • Payroll Services

  • HR Services

  • Mortgage Lenders

  • Banking Services

  • Real Estate

 

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.