Our Services
My clients include business owners as well as individuals and families. I can provide you with financial products which solve these concerns:
- Buy/Sell agreements
- Key Man Insurance
- Group and individual benefits, including Life, Disability, Medical, and Long-Term Care Insurance
- Retirement
My Financial planning and products must include certain imperatives:
- Built in guarantees
- Taxes minimized or avoided
- Balanced growth between risk and reward
- Multi-purposed
- Liquidity
- Reasonable-to-low cost
- Long and short-term needs covered.
Periodic annual reviews are recommended. Change is inevitable.