Focus: Insurance Strategies, Risk Management Strategies, Business Succession Planning, College Funding Strategies, Retirement Strategies, Retirement Income Planning
I am dedicated to making a difference in people’s lives. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. Knowledge is the key to a successful financial future.
I am licensed to sell insurance in: NC
4000 Westchase Boulevard Suite 400
Raleigh, NC 27607