Our Services

There are many protection products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of your individual needs.  After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of insurance products and services, and select those that address your unique situation and any gaps in your retirement planning.

Products and services available include:

  • Retirement planning analysis
  • Asset repositioning to provide safe retirement income
  • Social Security optimization analysis
  • Term and permanent life insurance***
  • Long-term care plans, including original LTC, life insurance with LTC and annuities with LTC
  • Immediate, and deferred fixed and fixed index annuities**
  • Annuities with guaranteed income riders

You can evaluate a relationship with me by clicking the link below and watching the short video.

Learn How to Create a Smarter Retirement Plan. WATCH NOW.

**Annuities are long-term investments.  Guarantees are subject to claims paying ability of the issuing insurance company, and annuities contain charges for features and riders. 

***The cost and availability of life insurance depend on such factors as age, health and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable.