Broker Check

Products & Services

Insurance & Planning for All Stages of Life



  • Asset Protection
    Cover all your bases so there are no gap areas that could deplete your assets in the event you are sick, hurt or can't work.
  • Asset Preservation
    Preserving what you've financially built so you can pass on your financial legacy to your family and insure their financial security.
  • Asset Accumulation
    Professional recommendations and guidance for insurance & planning for retirement.

Savings Analysis

  • What's your NUMBER? How much capital do you need for a comfortable retirement?
  • How much should you set aside each month to attain your NUMBER?
  • Are your assets properly positioned?
  • Are you making use of your pre-tax and after-tax income?
  • What kind of savings do you need to reach your goal?
  • Have you factored in the INFLATION FACTOR?
  • What about the GAP?
  • Are you taking advantage of tax-advantaged savings best suited to your needs?

Vulnerability Analysis

  • Do you have a will?
  • How much monthly income will your family need in the event of your death to continue on without financial interruption?
  • If you are sick or hurt and can't work, how much monthly income does your family need to continue your current lifestyle?
  • Could an illness wipe out your savings?

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  402-493-3917