With the Family Retirement Plan, you harness the power of tax deferred growth with tax free income to help you make the most out of life. Watch this 7 minute video and then contact me for a [...]
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Greetings and welcome to my website! I am a financial services professional dedicated to helping my clients to protect their assets, build wealth, plan for retirement and to leave a legacy to their heirs through the use of innovative insurance products and services. I have over 12 years of experience in the insurance field as well as a background in banking and finance. I take a consultative approach with my clients and make sure that I look at their total financial picture. I educate as well as advise my clients on the best products and strategies to put in place in order to meet and exceed their financial and retirement goals. My hope is that the information that I share on this website will help in some small way to make your financial future brighter! I work with clients in the areas of life insurance and annuities, disability income, long term care, critical illness, medicare advantage & medicare supplement insurance. I would consider it a privilege if you chose to become one of my clients. For a no obligation needs analysis of your overall insurance needs, contact me here. |
When it comes to pursuing the American dream … most of us try as hard as we can to accumulate wealth so that we can enjoy a comfortable retirement and retire with dignity. But what if you were actually wealthy in retirement and at the same time looked poor to the IRS … how would that [...] Relief to seniors facing high prescription drug costs is one of the first changes to come under the new health care overhaul. But ultimately that won’t offset the relentless increase in retirees’ medical expenses. A couple retiring this year will need a quarter of a million dollars, on average, to cover medical expenses [...] A Twist On an Age-Old Argument It’s been debated for generations. Term life insurance versus permanent life insurance? Which one is “better”? In recent years a new concept has crept into the debate: rather than choosing a permanent life insurance policy, you purchase a lower cost term insurance plan and invest the difference. This approach may be well [...] You probably understand the important role that life insurance can play in helping provide for your family in the event of an untimely death. But did you know that a 40-year-old man is three times more likely to suffer a disability than to die? The risk of disability for a 40-year-old woman [...] |
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