Insurance & Financial Services

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, and long-term care insurance to protect your assets and manage your risk. For investment and retirement planning needs we offer annuities, IRAs, and mutual funds. 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.

Asset Protection and Risk Management

Life Insurance

Life insurance is an important part of a sound financial strategy. It provides a valuable death benefit to your beneficiaries upon your death. Your beneficiaries can then use this money to replace some of the income you would have earned or to help pay off debts or other expenses. A Prudential financial professional can help you determine the type or types of life insurance best suited to your needs. By discussing and analyzing many factors, including your budget, the amount of coverage you need, and the length of time you'd like the coverage to last, he or she will help you find the right choice for you.

Property and Casualty Insurance
Your Prudential financial professional provides a wide range of property and liability protection products through other companies and can work with you to determine the protection level best suited to you. Whether you need protection for your auto, home, apartment, RV, watercraft, your business, other valuable items, or extra personal liability insurance, your Prudential financial professional can help you meet your insurance protection needs.

Investments and Retirement Planning Needs

Managed Money Accounts

Investing in an advisory program goes beyond the selection of individual investments. Advisory accounts are investment programs that are tailored to your specific financial needs. Working with your Prudential financial professional you create an investment program based on your particular situation and financial goals.

The COMMAND Account

COMMAND - Prudential's Premier Brokerage Account

Many people manage multiple accounts, i.e., separate checking and investment accounts. Some may even have accounts with several financial institutions. This is where COMMAND can assist you. COMMAND is Prudential’s premier brokerage account. It combines the features of an investment account with the flexibility of cash management. Since every investor has different goals, you choose which services fit your ever-changing lifestyle.

Business Planning Needs

Business Continuation Funding

Countless businesses have been reduced to a fraction of their value following the death or disability of one of the owners. The skill, knowledge, ability, judgment, leadership, and experience of a business’s key people make it possible for a business to produce profits. The loss of the talents of key employees, owners or otherwise, can financially cripple a company.

Consider: (1) What could happen to your business if something prevented you from returning to work, or you lost one of your key employees? (2) Would your business continue to run smoothly or would projects be stalled, customers lost, and productivity reduced? (3) Would creditors become nervous about continuing to extend credit? (4) How would the loss affect the bottom line of your business?

Regardless of your business structure, you need to help make sure that the business and your family are protected in case of your death or disability or that of another owner. Your Prudential financial professional can help with strategies focused on your successful business.


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