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The Millennial’s Guide to Retirement Planning
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“Welcome to my webpage where you will gain better insight regarding who I am, my experience, resources and the value of partnering with me to accomplish your financial goals. Drop in often to get Weekly or Quarterly Commentary and gain Market Insight. I encourage you to spend some time getting familiar with navigating this site. Be sure to use the interactive calculators under the ‘Resources’ tab and also explore the links at the bottom of this page where you will find a library of educational videos that will aid with enhancing our conversations and add value to your financial planning experience.”
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4