In particular, in setting up a financial plan for someone I would need to know what your individual goals and concerns are. Are you mostly concerned about leaving money to your wife and kids? Are you very conservative and don't want risk? Are you mostly concerned about growth or more concerned about a joint lifetime income for your spouse or yourself?
As an independent professional for 29 years. I have an infinite number of vehicles to accomplish practically any financial scenario. Why not give me a call to begin the learning process and to explore the various options that are available? Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
As an independent professional for 29 years. I have an infinite number of vehicles to accomplish practically any financial scenario. Why not give me a call to begin the learning process and to explore the various options that are available? Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We write large and small groups as well as individuals. As independent brokers we pride ourselves in "shopping the market" for our clients. We understand that every business or individual has distinct needs; therefore, we try to customize the plans to suit each person or group. We also contact our clients at least 60 days before their renewal dates; so, in effect, we "reshop the market" every year.
Since I am a senior myself I consider this to be one of the most important aspects of my business; educating seniors on the complicated medicare marketplace. I take them step by step from signing up with medicare to obtaining the most cost effective medicare supplement as well as drug plan available.
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