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The Real Costs (and Benefits) of Buying a Home - Podcast
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I believe the starting point of any financial conversation should be all about you.
What are your goals in the next 3 to 5 years on a Personal, Professional, and Financial level and how can my team and I help you reach them. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
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