Focus: Insurance Strategies
Languages: English
I 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.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
See Dante’s Licenses and Disclosures
MassMutual Oregon
Main Office
5885 Meadows Road Suite 850
Lake Oswego, OR 97035