Our Services

The key to planning your future is an open line of communication between us. Help me understand how best to help you.

It's Important To:

Know each other. Please call me to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you.

Tell us about yourself. The more I know about you and your family, the better I can address your needs. But I won't act on a hunch. I'll only act on what you tell me is important to you.

Learn from this process. This is a dialogue. You'll want to ask lots of questions about my recommendations. I encourage you to ask for explanations and details and to challenge me when you think I've left something out.

Work together. Our job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of my recommendations. The decision will always be yours.


A few options we can help you explore...

1. Life Insurance

High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.

2. Investment Products & Services

Our Investment Products and services can help you achieve your financial goals at every stage of your life.

3. Annuities

We offer high quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.

4. Long-Term Care Planning

Comprehensive Long-Term Care Planning can help prepare for the costs of care received in settings such as the home, the community, alternate living facilities or nursing  facilities.