Why a Safe Money Alternative? A Fixed Index Annuity (FIA) is a fixed annuity that can earn interest that is linked to the performance of a stock market index (S&P500 Dow Jones). FIA’s offer safety of principal, a guaranteed minimum return, and the ability to participate in market gains through an [...]
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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. |
If you are a business owner, you have the added responsibility of your business to worry about on top of your family. The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with us. Helping Your Business Grow Don’t have a Harvard MBA? You’re [...] Making the Most Out of Life™ The old expression, “Life is short,” requires perspective to understand. A teenager hearing this thinks you’re crazy and a middle-aged person thinks you’re spot on. The decisions we make — and when we make them — can create a domino effect that can either work for us or against us. Take [...] 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 [...] At least 32 million U.S. households own insurance policies that are not appropriate for them, according to a recent survey.1 This doesn’t necessarily mean that people routinely buy the wrong insurance. It’s more likely that they buy good coverage but don’t update their policies to reflect changes in their lives. Some obvious life [...] |
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