I Provide Solutions for Your Financial Goals
My Priority Is Your Complete Satisfaction
I take the time to accurately get your feedback, interests and concerns - then construct the right product and service platform for you.
Individual, Family, or Group
Everyone deserves to work with an dedicated and experienced advisor
Paying For Your Care & Lifestyle
As you know, spending down your savings, retirement assets and losing your financial well-being, can often be caused by a long term critical illness resulting from an accident or disease. This health fact, is often ignored by financial advisors and people. Today, there is something affordable a person can do to help cover the large expense caused by a critical care illness.
Protect Your Lifestyle
For many, the only thing you could do is to purchase an expensive long-term care policy. This is expensive but will work. However, there are new life insurance policies which can pay you substantial dollars lump sum or periodically. These policies come in two basic forms, term life insurance and long-lasting cash savings policies. So, in effect you can receive your death benefit while you are still alive. You have to be healthy to apply and receive your policy.
Protect Your Way of Life
Many, if not most of us will face a pro-longed critical care, or catastrophic or terminal illness sometime in our lifetimes. The challenge is to think about “what if” – what if this serious health event should happen to me or to my spouse, partner? What if you could no longer afford to remain in your own home due to the large expense of living with additional care costs?
Solution
You may spend many hours thinking about managing your assets, seeking higher returns – just think when your health takes a wrong turn, and you forfeit 10% - 50% or more of your savings, income and assets because you did not prepare for a very common occurrence? Call me for more information –