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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. |
This is such good news I decided to include it here in it’s entirety! How FHA Could Help Borrowers Refinance and Avoid Foreclosure By Deborah Solomon RISMEDIA, August 27, 2007- (The Wall Street Journal Online)–As the subprime-mortgage crisis ripples through the broader housing [...] Start building credit early. Last week I had to do something that I really didn’t like. I had a young couple come to me wanting to buy their first home. They were so excited, and so was I. Until we hit a snag, and not just a little one. They didn’t have a great [...] Mortgage Broker vs. Loan Officer When you’re looking to get a mortgage loan, you may work with a loan officer or you may choose to work with a mortgage broker. People often confuse the two job types even though both will glean the same results: a new home. However, it is important to understand the [...] I recently read an article on CNN Money that was so important because it is going to help so many people. It was about a new piece of legislation that Bush signed that makes PMI deductible for many homeowners. Here it is… A $40 billion tax bill signed into law Wednesday [...] Things to avoid before buying a home Many new homebuyers make the mistake of rushing out to buy things to fill their home with as soon as the seller accepts their purchase offer and the lender pre-approves their loan. But there are still a few major hurdles to overcome before the keys are handed out. Here are [...] |
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