Retirement Income Strategies

I offer a variety of solutions that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions for your situation. I do not charge a fee for my services, but I do ask for referrals. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Michigan License# 21008367 Texas License #3176689 California License #4383704 Colorado License #864654