podcast
Living Your Best Money Life
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My mission is to help people and families because everyone deserves a plan.
My vision is to become a trusted financial partner to help empower my clients to make a positive impact on their world.
Core Values:
I am always going to put my client ahead of myself and my interest.
My commitment is perpetual, it is to be all-encompassing, and to be available at all times.
Financial Planning
Insurance Protection Strategies
Education Planning & Funding
Business Employee & Executive Benefits Planning
Disability Planning
Disability Planning for Physicians & Dentists
Long-Term Care Planning
Tax-Efficient Strategies
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4