Focus: Insurance Strategies, Business Owners, Retirement Strategies, College Funding Strategies, Estate Planning
Preparing for the next step of life isn't always easy. 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. Whether your goals include preparing for milestone events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long term care insurance protection, I promise a new level of attention, insight and capability.
40 Calhoun St Suite 310
Charleston, SC 29401