The financial management process begins with an in-depth evaluation of your current financial situation. Once your overall objectives have been established, we'll focus on your specific goals.

With changing economic conditions and market swings, I advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. I work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Some of the services offered:

  • Life Insurance - High quality, competitively priced life insurance products, including permanent, term, combination and variable policies.
  • Investment Products & Services - Our investment products and services will help you achieve your financial goals at every stage of your life.
  • Annuities - We offer high quality, innovative annuity products. Choose from deferred and immediate annuities at variable and fixed rates of return.
  • Long-Term Care Insurance - Comprehensive long-term care insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

Additional services include:

  • Retirement planning
  • Individual disability income insurance
  • Group health, life and disability income insurance
  • Managed accounts/investment advisory services
  • Alternative Investments