What I Do
Services
What I Do
I specialize in teaching everyday people and small business owners how to use life insurance to build wealth, pay off debt, and leave behind a tax-free legacy for their families—all without increasing their monthly expenses.
Financial Needs
Consulting
My consulting approach begins with a thorough financial analysis to identify your strengths, needs, and areas of spending that can be put to better use.
Holistic Strategy
Planning
My approach to financial planning goes beyond just recommending products—it’s about creating a holistic strategy tailored to your unique needs and goals.
Policy Acquisition &
Implementation
I help you find the right plan to meet your needs and goals and then serve as your advocate to the insurance company to get your plan in force.
Ongoing Guidance &
Support
As your needs change and evolve, I service all of your policy and strategy needs moving forward. From reviews, to updates, to claims, I handle it all for you.
Insurance Products
I offer a variety of insurance and annuity products, tailored to meet your needs.
Whole Life Insurance
My consulting approach includes a thorough financial analysis to identify your needs and finding opportunities to strategically fund your plan.
Indexed Universal Life
As your needs change and evolve, I service all of your policy and strategy needs moving forward. From reviews, to updates, to claims, I handle it all for you.
Fixed Indexed Annuities
As your needs change and evolve, I service all of your policy and strategy needs moving forward. From reviews, to updates, to claims, I handle it all for you.
Term Life Insurance
I help you find the right plan to meet your needs and goals and then serve as your advocate to the insurance company to get your plan in force.
Fixed Indexed Annuities
As your needs change and evolve, I service all of your policy and strategy needs moving forward. From reviews, to updates, to claims, I handle it all for you.
Fixed Indexed Annuities
As your needs change and evolve, I service all of your policy and strategy needs moving forward. From reviews, to updates, to claims, I handle it all for you.
