Insurance Services

What Insurances Services do I offer?

Working as your Strategist: Developing One’s game plan for lifelong financial strategy

Recommending Specific Insurance Products: Life, Disability Income, Long Term Care needs, and annuity strategies.

Working with other financial advisors: I like the model of using a team approach, recognizing the importance of doing what is best for the client by diversifying assets and minimizing risks. This often encourages collaborative conversations with other advisors and the client.

Here is my basic philosophy in working with my clients and my fellow advisors:

I enjoy collaborating with clients about their specific life situation and needs. I like to use the analogy of a chess board. Chess is a game of strategy. We have various pieces we can move around, but sometimes it really helps to have a collaborative conversation to help devise strategies that will move us closer to our goals.