Area of Experience
I am able to provide you with customized recommendations that can help you plan for your financial future.
Disability Income Planning
Disability income insurance protects one of your most valuable assets - your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability income planning, I am able to recommend disability income insurance products.
Long Term Care Planning
After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Together with our specialists, I'll assist you in determining your long-term care needs and design solutions tailored to your unique situation.
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.
With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. I specialize in education funding and can help you explore the appropriate options for saving the money you need to send your children to college.
Life Insurance Planning
Many people realize that they need life insurance. And, many people have opinions about what type of life insurance they prefer. I regularly help people determine how much life insurance they need and what types or combination of types of coverage are better suited to help them further their own objectives. A well constructed life insurance policy can be a valuable part of your overall financial security plan. I will help you look at this in the context of your overall financial security plan and help you determine what makes the most sense for your particular situation.