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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. |
Fooled into satisfaction by the fact that they can make a larger down payment on a new home with funds received from the sale of their “old”, some sellers fail to address negatives on their credit reports and thereby suffer such consequences as higher interest rates and additional costs associated with obtaining their new home loan. Simply [...] Here is a great article and video on Reverse mortgages, from MSNBC. Imagine getting a check each month instead of writing one REDFORD, Mich. – For 88-year-old Mort Linick, a red scooter symbolizes financial freedom. He bought the scooter with money he and his wife, Fran, get from the mortgage company, instead of sending the mortgage [...] WHAT JUST HAPPENED? How did Americans progress from being the world’s economic leader to becoming the world’s economic anchor? Friends and clients keep asking me, “What happened? Three years ago our economy was booming and our home values were rising at an intoxicatingly dizzy rate. Last October, the US stock market was making historic highs. Today, home prices [...] When I read an article like this one, it makes me glad that I am in a position to help people deal with their credit issues and end up in a much better and more secure position… After subprime fiasco financial sector to undergo ‘massive consolidation’ Reuters NEW YORK – A “credit recession” sparked by the U.S. housing [...] Have you ever stopped to think what having BAD CREDIT is costing you? How much have you paid in additional interest and fees due to your poor credit rating? One estimate is that a poor credit rating costs the average consumer $3000 per year or [...] |
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