Business Description:
We work with clients of all ages to help navigate the rising costs of healthcare, while finding ways to protect your assets, and, possibly, lower your tax liability and raise your income--especially as you approach retirement
How Business Creates Value:
By taking care of, what we refer to as, the four cornerstones of retirement (retirement income, health expenses via Medicare plans and critical illness plans, assisted care, a.k.a. long-term care, and life insurance), we give you peace of mind knowing that, if something were to happen, you and your family are well taken care of, so the only thing you have to worry about is being a love-giver instead of a caregiver.
How Member Creates Value:
I'm dedicated to helping you protect your financial security as you prepare for retirement. I hold myself to the highest level of personal and professional integrity and promise only to recommend insurance product solutions that are in your best interests.