Think life insurance can't be used to fund retirement? Think annuities are only for retired people? Think again. These are out-dated stereotypes. Utilizing modern-day plans like indexed life insurance & annuities can help meet your financial goals.
Awarded: 2013 Best of Scottsdale - Insurance Agents/Brokers Category. The fundamental principles of good, solid income planning are disappearing from the American public. I work to bring those principles back. The basics are simple. I try to help anyone, and everyone, to: Understand money. Protect income. Retire early, and Live Tax-Free. I assist individuals, families, and small businesses, in all areas of Income Planning. This can include Long-Term Savings, Retirement Planning, Life & Disability Insurance, Tax Reduction Strategies, Key-Person Insurance, and much, much more.
- Long-term care
- Small Business