Financial services for your long term needs

“Everything that touches money touches me”

  • Financial services that offer an array of options that include financial planning, financial education, life insurance, annuities, long term care and retirement planning.

  • Healthcare financial options that entail Medicare Supplement, Medicare Advantage, Affordable Care Act, Disability (Dental and Vision) and group insurance policies for businesses.

  • Services that will balance your Social Security choices with your overall retirement planning. As a registered Social Security Analyst, I will provide you with a comprehensive analysis report.

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