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
Financial Organization
Financial Roadmap®
Mortgage & Equity Protection
Life Insurance with Living Benefits
Final Expense Planning
Disability Insurance
Long-Term Care Planning
College Planning
Retirement Planning
Investments'
Annuities
Cash Flow Maximization
Savings Strategies
Legal Plans
Identity Theft Protection Plans
Estate Planning
Employee Benefits Review
BUSINESS PLANNING
Financial Organization
Key Person Insurance
Buy-Sell Agreements
Business Overhead Insurance
Small Business Legal Plans
Defined Benefit Plans for Retirement
401(k) Plans
Business Exit Planning
Executive Compensation
Group & Individual Health Insurance
Ancillary Group Benefits
Executive Incentive Programs
Financial Wellness Programs
AFFILIATIONS & REFERRALS
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