Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.
Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and decide which one is right for you.