Our Mission & Process

At the end of the day my job is to help my clients implement financial strategies that replace income if disability or death occurs sooner than expected.   

I'm not a doctor, I can't save your life; BUT I can help you save the lifestyle and dignity of the family you leave behind.

I hope that you will think of me as a trusted resource: a professional who will help see you through life's most difficult moments and help you prepare for the opportunities ahead.

I follow a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Since everyone's financial situation is different, it's important for me to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more I know about you, the more helpful and accurate my recommendations will be.

Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.

Step 3: Now comes the fun part. Together we will identify which financial products meet the specific objectives you have outlined.  If needed, I'll even consult with your tax, accounting and legal advisors to make sure all our efforts are coordinated.

I'll also provide ongoing service as your needs and situation change over time, and work with you to help keep your program on track with your changing needs.





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