Each stage of life brings different financial challenges and goals. My commitment as your financial professional is to help you protect what matters most. Our tools include Life insurance policies, disability-income Insurance, long-term care insurance and property and casualty insurance to protect your assets and manage your risk.
For investment and retirement planning needs we offer annuities, IRAs, mutual funds and managed money accounts. In addition to solving individual financial challenges, I help businesses solve their challenges every day through business continuation funding, executive compensation funding and key person insurance.
With people living longer, we're challenged to finance retirements that could last 20 to 30 years or more. Over the last generation, the number of private sector workers with traditional pensions has declined significantly. Health care and other costs in retirement keep rising.
Add it up, and it means people today shoulder more personal responsibility to finance longer and more expensive retirements. This calls for a fundamental shift in the way we plan for retirement, from just accumulating savings to planning for lifetime income.
Asset Protection and Risk Management
Investments and Retirement Planning Needs