Life Insurance sales have been in my family for generations. My Grandfather once sold Life Insurance as did my Father who invited me to join him in the business at age 23. Furthering my financial education, I became a Certified Financial Planner, and the rest, as they say, is history. I have been in this industry since 1994.
With 27 years of experience, my life has been committed to helping my clients reach sustainable Wealth Creation while lowering their tax impact while reducing investment risk. As a CFP I apply my trained expertise to design an unbiased strategy for your future retirement security. I aim to build and maintain your trust knowing that your needs, based on your circumstances, must be understood as I prepare your financial plan.
With 27 years of experience, my life has been committed to helping my clients reach sustainable Wealth Creation while lowering their tax impact while reducing investment risk. As a CFP I apply my trained expertise to design an unbiased strategy for your future retirement security. I aim to build and maintain your trust knowing that your needs, based on your circumstances, must be understood as I prepare your financial plan.
Services
Volatility and risk are different concepts, but both have a role in determining your investment success. Volatility is simply how much the market will increase or decrease, whereas risk is the amount of loss or gain you are willing to accept. The volatility of your investments is often a result of the level of risk you are willing to accept.
Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning. It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs.
When a founding owner desires to retire within 10 or 15 years, Succession Planning may be necessary today. We can help you plan to sell, or to pass the company on to the children or another key-person successor while reducing capital gains taxation. Key business leaders can assure that they are covered with both disability insurance to replace income, and life insurance to meet capital needs and cover liabilities such as company debt.
Life insurance is a type of coverage that pays benefits upon a person's death to designated beneficiaries. In some cases, there may be a maturity date, where the insured, if still living, can receive the proceeds. A small premium gives you immediate coverage and provides for a large death benefit payable upon the death of the insured to provide capital to provide an income for dependents.
Group Insurance is an insurance plan that protects a group of people's financial security in one or more ways, such as offering low-cost life insurance or a dental plan for the self-employed. A group can comprise (or "be composed of") members of an association, a company's employees, or professionals in a group such as lawyers or doctors.
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