Financial Security

Build financial security with the right protection

I help people build financial security and protect their families and businesses. I know the work I do can make an important difference in people’s lives, and good planning can impact families for generations. For example, I can:

  • Help young families protect their homes and lifestyles in case of disability or death
  • Assist baby boomers in planning for a comfortable retirement
  • Help protect the older generation against the effects of high long-term care costs, and
  • Help small business owners protect their life’s work

You can trust me to help you evaluate your needs and adjust your financial strategy as those needs change throughout your life. We’ll do this with thorough planning and through appropriate choices from a wide range of excellent insurance and financial services.

Products and services include:

  • Life insurance (universal, term, and whole life)
  • Disability income insurance
  • Long-term care insurance
  • Annuities
  • Investment products
  • Medicare supplement
  • Critical illness insurance