Broker Check

"Employ your time well, if you mean to gain leisure." - Ben Franklin

<p>Insurance Needs Assessment: Married With Children</p>

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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<p>Medicare Advantage 101</p>

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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<p>Home Mortgage Deduction</p>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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"Helping in pursuit of your financial dreams" has always been my philosophy when creating sound financial strategies for my clients. For the past 30 years in the financial industry, through integrity, sound judgment and discipline, I've built relationships with my clients that are meant to last a lifetime. I listen to my clients and work to understand their true needs. Then, together, we develop a comprehensive financial strategy to help them achieve their financial goals.

<b>Who We Are.&#160;</b>

Who We Are. 

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<p>Investment Challenges of the Affluent Investor</p>

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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