Insurance & Financial Service
I work with clients by taking a wholistic approach to their financial lives. By fostering a close and trusting relationship with my clients, I am able to not only help meet their protection and investment needs for today, but plan for how their needs will change in the future. My clients and I work together to complete their financial puzzle and piece everything together to complete their plans and help them to achieve their goals. I also work with small business owners to create and implement employee benefit packages, succession plans, key person insurance, and various other forms of business focused planning.
I implement life insurance, long term care insurance, annuities, mutual funds, retirement accounts, and professionally managed portfolios in my planning with clients. I also can draw on in-office resources to help clients get advice on Medicare supplement plans.