Services
The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.
With changing economic conditions and market swings, I advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. I work with you side by side so that you’re confident in and comfortable with the financial suggestions I make.
Some of the services I offer:
Annuities
High quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.
Investment Products & Services
Investment Products and services that will help you achieve your financial goals at every stage of your life.
Life Insurance
High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.
Long-Term Care Insurance
Comprehensive Long-Term Care Insurance that reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.