General Info

As your Independent Financial Professional, I can help with The Whole You, from your insurance needs to your investment needs: your whole financial picture. What can an Independent Financial Professional bring you? Knowledge of products and services that are suited to your individual situation. Credentials and qualifications to give you peace of mind. Personal attention where your best interest come first. The Whole You Includes the Following: Estate Planning - Wills & Trusts, Life Insurance, Taxes, Gifts, Assisting Children - 529 Plans, Custodial Accounts, Education Savings Account, Assisting Parents - Medical Care, Retirement Income, Long Term Care Insurance, Personal Insurance - Health & Disability, Home, Auto & Life, Retirement - Individual, Corp, Distributions & Rollovers, Commercial Insurance - Key Main, Health Disability, Buy Sell Agreements