Services
Solutions I Provide
Personal Financial Review
Not sure where to start? That’s what I’m here for. Together, we’ll sit down oneon-one to discuss your financial goals, explore the options available to you, and design a personalized plan that fits your life. My goal is to make the process simple, approachable, and tailored to your needs—so you can move forward with clarity and confidence.
Retirement Income Planning and Family & Legacy Planning
Worried about outliving your savings? I help you design strategies that provide reliable, guaranteed income throughout retirement so you can focus on enjoying life, not stressing about finances. Protecting the future of your family means more than just savings— it’s about leaving a lasting legacy. I help you create strategies that ensure your loved ones are taken care of for generations to come.
Annuity Solutions
From fixed indexed annuities to income annuities, I’ll show you how to protect your principal, grow your savings, and create streams of income that last a lifetime. Together, we’ll find the right fit for your goals.
Life Insurance Protection and Living Benefits Coverage
Whether it’s term, whole life, or indexed universal life, I’ll help you choose coverage that safeguards your loved ones, builds long-term value, and gives you peace of mind no matter what the future holds. Life insurance can do more than provide a death benefit. With living benefits, you can access funds if you’re diagnosed with a chronic, critical, or terminal illness—helping you cover expenses when you need it most.
401(k) & IRA Rollovers
Not sure what to do with an old 401(k) or IRA? I’ll help you explore safe, taxadvantaged rollover options that protect your nest egg and keep your money working for you.
