Focus: Insurance Strategies, Business Owners
I offer total financial needs analysis through a network of experienced professionals with expertise in:
· Retirement analysis and programs· Estate strategies
· Employee benefit and retention services
· Business continuation strategies
· Trust services
I am licensed to sell Insurance Products in the following jurisdictions:
AZ, CO, CT, FL, GA, IA, ID, IN, KY, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
CA Insurance License #4167515
CRN202805-8852126