Introduction: I'm a financial advisor with Modern Woodmen of America. My passion is helping others.
We are the 3rd largest fraternal financial organization in the country. We are rated A+ Superior by AM Best, which is one of the top-rating company for insurance.
My role as a financial advisor is to define your needs and goals, asses your current financial situation, and create an affordable plan that will grow with you in the future.
I will also help you get started, then review and adjust your plan over time. We help our members through protection (life insurance, disability insurance, and long-term care insurance). We also help them with saving, retirement planning, distribution, and estate planning, and business owners with their business and employees' current and future needs.