Products and Services

I help you build financial freedom.  It can start with knowing that I am here to help you attain your financial goals and dreams and help you get through life's uncertainties.  It takes careful preparation and the right portfolio of financial tools to help you along the way.

I can help you with...

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance 
  • Educational Funding Strategies
  • Estate Conservation Strategies
  • Health Insurance
  • IRA Consolidation Strategies
  • Long-Term Care Insurance
  • Medicare Supplement Coverage
  • Mortgage Protection (funding by life insurance and disability income insurance)
  • Mutual Funds
  • Pension Plan Funding Strategies and Administration
  • Retirement Planning
  • Tax Sheltered Annuities, 401K and 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance