Meeting Your Needs

Let’s evaluate your insurance and financial needs

Maybe right now you need life insurance or disability coverage. Maybe you’re closing in on retirement. Perhaps you’re ready to look to the future with a comprehensive financial strategy. Wherever you are in life, I’ll work with you to identify your insurance and financial needs and consult with you on the ways to meet those needs.

I offer outstanding insurance policies and financial services programs to help protect individuals, families and businesses.

Individual Planning

  • Risk management
  • Wealth accumulation
  • Retirement planning
  • Wealth transfer planning

I am licensed to provide a variety of coverage, including:

  • Life insurance (universal, term, and whole life)
  • Disability insurance
  • Long-term care insurance
  • Annuities
  • Medicare supplement insurance
  • Critical illness insurance
  • Health insurance
  • Employee benefit plans
  • College savings plans

Business Planning

  • Business disposition planning
  • Executive fringe benefits
  • Coverages for your employees