About
Our Services Secure Your Retirement Future
It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need a game plan, our team can help you get the right information so you can make the best decisions for your financial future.
The biggest thing I enjoy about my business is educating clients on the moving parts for retirement. I enjoying meeting new people every day and learning how we can help them with a very hard subject. I only offer A rated products and won't offer things to help my pocket but the clients pockets.
Highlights
Reviews
Jerry B.
Angie
Joe V.
Steve L.
Frequently asked questions
What is your typical process for working with a new customer?
I discuss over the phone what I do in my practice, how I've helped many clients who have been seeking info on line. I talk about what the client is looking to do with the bookmarked funds they have. Then from there we set an appointment face to face in my office. From there I do a full fact finder and learn more about the person and their needs and goals for retirement. We will have a 2nd face to face where I walk through and educate them on 2 different plans. After both dession makers make up their minds we summit the app. I am non fee based so zero fee's
What education and/or training do you have that relates to your work?
I started out in this business as annuity Markter, I called on agents like myself every day and compaired their products to the ones I offered. I did the retirement plans for those agents. So my training of the different types of Annuities out there is much deeper than others. I did that for 8 years and then went independant as a agent. I have always been involved with clients in one form or fashion over my working carrier.
Do you have a standard pricing system for your services? If so, please share the details here.
We are NOT a fee based company. We get paid from the insurance company.
How did you get started in this business?
I started out as said before as annuity Marketer. From there after 8 years of selling and marketing annuities to agents across the country I went on my own.
What types of customers have you worked with?
The clients I work with range from 40 yrs old to 80 years old. I work with all types of retirement plans, from those of you who are just getting started to those of you that are ready to retire in 1 year. You do not have to have Millions to work with me and my team.
Describe a recent event you are fond of.
I do a lot of SS workshops and retirement planning workshops all over the area. In a given month between 2-4 of them a month.
What advice would you give a customer looking to hire a pro in your area of expertise?
You need to be able to TRUST him or her.
He or she needs to be able to meet your goals and needs.
You need to feel comfortable with the person you are doing business with.
You need to be able to get your questions answered in the way you need to learn.
You also need to be able to contact this professional at anytime.
What questions should customers think through before talking to pros about their needs?
What are your goals?
When do you want to retire?
When might you want to take income?
Are you ok with your current planner or broker?
What is your risk level as far as your funds are concerned?