We Put Your Needs First

Based on your needs, I will recommend a range of financial options and strategies designed to reinforce each other and make your plan work its hardest for you. My team and I recognize everyone's lifestyle is different and that your needs may change overtime. We design each plan to be flexible to life changes.

A business meeting around a table.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Investments: invest in your best life.

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.

Brokerage services

You'll have access to investment vehicles to help build your ideal portfolio—no matter your goals or life stage. Plus, we'll help you navigate your choices and connect you to the right investments to help take you where you want to go.Find out more

Disability income: protection for your earning power.

Your ability to earn a living is likely the most important financial asset you have. Depending on the type of job you have (or business you own), we have a solution.

Individuals

Focus on getting better without worrying about how the bills will get paid or dipping into your savings.Find out more

Physicians and Dentists

You're not just protecting your income, you're protecting the investment you've made in your career.Find out more

Business owners and employers

Help keep your business running if you or another key employee becomes too sick or injured to do their job. You can also enhance your benefits package by offering group disability income planning for your employees.Find out more

Life insurance: protect you and your loved ones.

You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs. Here are a range of options you can consider to fit your needs:

Whole life insurance

Be protected your entire life1 and build cash value that's guaranteed to grow.Find out more

Variable universal life insurance

A very flexible option that lets you choose your premium and death benefit amount over time, and control how your cash value is invested.Find out more

Term life insurance

It's one of the most affordable ways to get the protection you need for a set amount of time.Find out more

Long-term care: have more choice and control.

Getting older can mean incurring medical costs not usually covered by health insurance. Having a long-term care plan in place can help you continue to live well without sacrificing the income, investments, and savings you've worked so hard for.Find out more

Retirement Solutions: income you can rely on.

With fewer companies offering pensions and the future of Social Security uncertain, it's more important than ever to have a comprehensive plan. We have a range of options to help you enjoy every day of your retirement years.

Variable Annuities

Variable annuities are used to accumulate funds for retirement. Then when you get to retirement, you have flexibility to withdraw your funds all at once, over a period of time, convert them into an income plan to generate retirement income that you can't outlive, or continue to keep the funds in deferral.Find out more

Variable annuities are considered long-term investments, potentially suitable for retirement and other long range goals. The underlying investment options are subject to market risk, including loss of principal, and are not guaranteed. Variable annuities are subject to fees and charges.

Guaranteed Lifetime Income

Income annuities can provide you confidence to retire worry-free with guaranteed income that will last through retirement, never go down, and that you can never outlive. Think of it like a paycheck for life because it provides a guaranteed income stream that isn't impacted by market volatility.Find out more

Income annuities have no cash value. Once issued, this annuity cannot be terminated (surrendered), and the premium paid for the annuity is not refundable and cannot be withdrawn.
All guarantees in annuities are backed solely by the claims-paying ability of the issuer. Distributions taken from the contract may be subject to ordinary income tax and withdrawal (surrender) charges. A 10% federal tax penalty may apply if you take any type of distribution from the contract before age 59½. This material is not intended to provide legal or tax advice. Consult a professional tax advisor.