Services
The financial management process begins with an in-depth evaluation of your current financial situation. Once your overall objectives have been established, we'll focus on your specific goals.
With changing economic conditions and market swings, I advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. I work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
Some of the services offered:
- Life Insurance - High quality, competitively priced life insurance products, including permanent, term, combination and variable policies.
- Investment Products & Services - Our investment products and services will help you achieve your financial goals at every stage of your life.
- Annuities - We offer high quality, innovative annuity products. Choose from deferred and immediate annuities at variable and fixed rates of return.
- Long-Term Care Insurance - Comprehensive long-term care insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.
Additional services include:
- Retirement planning
- Individual disability income insurance
- Group health, life and disability income insurance
- Managed accounts/investment advisory services
- Alternative Investments