podcast
Living Your Best Money Life
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Creating a financial plan as distinct as you are
Your life is the foundation of your financial plan. We start by understanding what matters most to you: your family, your goals, your priorities. From there, I build a personalized plan using a variety of strategies designed to help you move confidently toward the life you want.
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