My mission is to make the world better for future generations through sustainable living practices, caring for others, and teaching financial literacy. My focus areas are protecting assets & income, long term saving, living in retirement, investment strategy, saving for education, and small business group benefits.
Products & Services Offered
? IRAs and Educational IRAs
? Mutual Funds
? Life Insurance
? Disability Income Insurance
? Long-Term Care Insurance
? Annuities
? Business Continuation Funding
? Executive Compensation Funding
? Key Person Insurance
? Employer Sponsored Qualified Plans (401(k), 403(b), Profit Sharing, Defined Benefit, etc.)
? Asset Management
? Estate Planning Strategies
? Group Benefits
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