Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Risk Management Strategies, Financial Education, Group Benefits, College Funding Strategies
Knowledge is the key to a successful financial future, and I am dedicated to making a difference in people’s lives. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
I also offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
Springfield College (2006-2010)
4000 Westchase Boulevard Suite 400
Raleigh, NC 27607