I have been helping clients since June of 99 my focus has been in a few areas Providing Safe Money Options - Medicare – Life Insurance – give clients peace of mind when they choose to do business with me. Many people come to me what to do now. Meaning now I am done working or a life situation and I need some planning. So, that means providing income for life – Tax Free income – Life insurance Planning – Estate Planning - Nursing Care protection.
As a person of faith, I say to myself what would I do in the situation that each client presented to me plus I look at them as a family member. Meaning what advice would I give my mother.
When I put together a plan, I try to set them up with products that are going to be very positive in which I will get the negative phone call of this is not working for me. Therefore, I gather a lot information on the client.
My wife and I enjoy travel and playing golf. Spending time with extended family since we have no children.