I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.
Money Purchasing Plans
Profit Sharing Plans
HSA - Health Savings Account
Disability Income Insurance
Long-Term Care and Disability insurance are offered through representatives who are independently contracted with insurers providing such coverages and are neither underwritten nor issued by National Life Insurance Company.
firstname.lastname@example.org | (929) 324-0097