My Areas of Expertise
- The goal is to live life fully and well.
- The goal is to pass on a legacy.
- The goal is to focus on what matters most, and to take positive action.
- The goal is to be confident your financial approach and strategies will serve you well for a lifetime, not just the next month or year.
Over the course of my career, with my specific background and training, I have come to realize that there are four specific markets that I am uniquely qualified to work within. In addition to retirement distribution and legacy planning, I enjoy working with business owners and entrepreneurs. While I'm willing to help almost anyone, these four markets are where I can provide the most value.
Creating Financial Plans for Your Business and Family
For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.
Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?
That’s where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.