Products & Services

Everything you need to grow your assets and your future!

As a financial services specialist, here are the services & products I represent to help ensure your financial future:

Service Reviews by Real People

Plan for College

Access Scholarship Information

By appointment, will review with you via Skype.

On Request/By Appointment

Retirement Planning

Travel Medical/Dental Insurance

College Planning:

studentsAs a Certified College Consultant, I’m here to be sure your family has the funds you’ll need to fulfill the important dream of college for your children. For families with children ages 0–16, you can accumulate tuition reward dollars to the tune of thousands by spending as little as $30 a year! Once your child reaches the age of 17, I’ll turn every stone to find appropriate scholarships and grants that are difficult for individuals to access.

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Insurance:

Seniors couple using a laptop computerAs your financial services specialist, I will help you identify some of the best products for you offered by the best American insurance companies. With access to over 30 of the industry’s finest companies, you’ll choose from products that maximize the growth of your retirement savings, and help you exponentially grow your college savings funds.  As an independent agent, I work solely for the best interests of my client; you. Ask about how life insurance & annuities can grow your money discreetly and safely; and often at a pace far greater than the banking system—especially these days. Tell me your objectives, I’ll find the right products for you.

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Other insurances that are a part of my comprehensive planning services:

retired people
  • Retirement Planning
  • Short-term medical, chronic & critical illness insurances
  • Hospitalization
  • Dental/Vision/Hearing
  • Medicare Supplements
  • Accident Insurance
  • Life Insurance
  • Travel Medical/Dental Insurance for their short term international trips
  • Trip Cancellation Insurance for their short term international trips
Young pretty thoughtful nurse and older lady on wheelchair

For those clients who so desire, these products and services are always incorporated into our premier comprehensive overall strategy to grow your money and protect your assets. Let’s get started by taking the burden of financial planning off of your shoulders so you can get back to the good life—now & in the future!

  • Ensure a lifetime of financial comfort that allows you to retire on your terms
  • Minimize your tax burdens & grow your assets
  • Leave a legacy that you and your family will be proud of