Modern Woodmen Of America
New
Offers online services
New
Offers online services
About
My mission is to serve families and individuals, enhance their lives & educate them with service that is honest, compassionate & transparent.
I enjoy getting to know my clients on a personal basis. Our initial appt is spent asking a lot of questions so we can get to know each other. Each individual is different and I want to be sure that I meet the expectations of each and every one of them.
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds
Photos and videos
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
We meet with the customer and find out what their needs are by asking a lot of questions. Each individual is different, so we take the time to get to know our customers.
Services offered
Wills And Estate Planning
Financial Services And Planning