Financial Services Professional - Sagient

As a licensed agent of Sagient Financial, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. Protecting those you love is essential, and I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. My background, experience, and commitment to providing you with the resources you need to make informed financial decisions can help ensure your financial future is as successful as you need it to be. With a combination of experience, professionalism, and access to a wide variety of products and services, I can help you meet your financial goals, estate strategies, and insurance needs. I pride myself on getting to know each client to understand their individual needs and what matters most to them. This personal approach helps me recommend products and strategies tailored to their current—and more importantly, future—needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

- Custom Retirement Planning for Owners and Employees - Legacy and Estate Planning for Business Continuity - Business Succession Planning - Group Benefits Strategy

With a steadfast commitment to integrity and honesty, I place your business's aspirations at the forefront, crafting sustainable and efficient strategies tailored just for you. I'm here to help ensure your business assets are not just protected but poised for growth. By understanding your unique vision and goals, I deliver personalized, actionable advice, which can help tp fuel the success and enduring legacy of your business with every step we take together.