Introduction: I, an independent agent, offers a variety of insurance and financial products and services to individuals, families, executives, professionals, and business owners. I proudly partners with strong financial rating companies in financial industry, such as Prudential, Nationwide, Transamerica, Lincoln Financial, Allianz Life,...
My mission is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs and values. Our associates are carefully trained and have backup and support, both locally and nationally, in each of our products and services.
We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies. In an age when financial companies are willing to substitute technology for personal contact, our commitment to our clients is to provide:
- Face-to face confidential meetings
- Customized analysis
- Personalized values based recommendations
- Periodic monitoring of continued progress toward achieving financial goals.
As I growing up, I observe too many families facing financial struggles, so I know how important it is for you to protect your possessions and your loved ones. That is why I have a team of experts who are committed to providing quality Financial services for each of our customers. We are more than a broker — we’re a family.
What We Offer:
Long Term Investments - Indexed Universal Life - Mortgage Protection - Permanent Life Insurance - Fixed Annuity - College Savings.
