

SERVICES

Life Insurance Planning
Life insurance is the foundation of a strong financial protection plan. I help you select the right type and amount of coverage to protect your loved ones, replace income, cover debts, and preserve your legacy. Whether you’re starting a family, growing a business, or preparing for retirement, the right life insurance strategy ensures the people who matter most will always be taken care of.

Disability & Long-Term Care Planning
Your ability to earn and live independently is one of your most valuable assets. Disability and long-term care planning protects you if illness or injury prevents you from working or caring for yourself. I work with you to develop a plan that safeguards your income, preserves your savings, and ensures you receive the care you deserve without placing a financial burden on your family.

Annuities & Retirement Income Solutions
Planning for a reliable income in retirement is essential for long-term peace of mind. Annuities can provide guaranteed, predictable income and help protect against market volatility and the risk of outliving your money. I design annuity strategies that align with your retirement timeline, risk tolerance, and income needs, giving you confidence and stability in your future.