Financial Services
Financial Independence. For Everyone.
We offer a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals.
Life Insurance
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and decide which one is right for you.
- Term (Term with Living Benefits)
- Permanent (UL, WL, IUL)
- Final Expense
Long Term Care
Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Disability Insurance
Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.
Retirement Planning
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a Financial Professional, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
- IRA
- Roth IRA
- Indexed Annuities
- Guaranteed Income Stream
Business Solutions
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
- Group Health Insurance
- Group Life Insurance
- 401 K Plans
- Buy/Sell Agreement
- Key Employee Protection
College Planning
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first – or fifth – child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.
- 529 College Savings, College Planning Program
We are Here to Help
Need help choosing products and services to pursue your financial goals? Our financial professionals are standing by with the insight and tools you need to put them within reach. When it comes to preparing for the future, there’s no time like the present.