EDUCATING AMERICAN FAMILIES
IN FINANCIAL LITERACY
Get peace of mind!
Estate Planning Implementation, Retirement Planning, Life/Health Insurance,
Final Expense, Medicare
EDUCATING AMERICAN FAMILIES
IN FINANCIAL LITERACY
Get peace of mind!
Estate Planning Implementation, Retirement Planning, Life/Health Insurance,
Final Expense, Medicare
Let’s Talk About Your Financial Future
Whether you're just getting started, planning for a big life change, or simply want to feel more confident about your money, I’m here to help. Book a free, no-pressure call at a time that works for you. We'll talk through your goals, answer your questions, and see if we're a good fit to work together.
About Us
Protecting Futures
We have decades of experience helping clients prepare for the unknown. Ask us about:
Estate Planning Implementation
Medicare Supplements
Retirement Protection
Tax-Free Retirement
Burial Insurance
Life Insurance - IUL
Final Expense
We access many different products so you can get the right one fit for your situation.
Assessing Needs
Many financial experts will tell you some unforeseen events and a lack of the right kind of financial products can spell trouble quickly. Call us today, and we'll analyze your needs and get you covered quickly at the right price and the right fit for your goals.
Building Relationships
Everyone has different financial needs and budgets.
We build an on-going relationship with you to educate and answer your questions to determine the right products for your current financial concerns.
Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.
Testimonials
Jessica M.
I had no idea where to start with life insurance, and honestly, it all felt overwhelming. But from the first phone call, I felt like I was in good hands. Everything was explained in plain language, and there was never any pressure. They helped me find a policy that fits my budget and gave me real peace of mind. Highly recommend if you're looking for someone you can actually trust.
Diane L.
I wanted to make sure my family would be taken care of if anything ever happened to me, but I wasn’t sure what kind of coverage made sense. The team here was incredibly kind, patient, and thorough. They helped me think through both short-term needs and long-term goals. I feel so much better knowing I have a plan in place. Thank you!
Carlos R.
After having a bad experience trying to get coverage online, I reached out here—and I’m so glad I did. They walked me through my options, found a great policy even with my medical history, and made the whole process way easier than I expected. Super professional and down-to-earth. I’ve already sent two friends their way.
Frequently Asked Questions
Common Questions Answered for your convenience.
How much life insurance do I really need?
That depends on your goals—are you looking to cover final expenses, replace income, pay off debt, or leave a legacy? A good rule of thumb is 10–15 times your annual income, but the best way to know for sure is through a quick, personalized review. I can help you figure it out—no pressure, no jargon.
What’s the difference between term and whole life insurance?
Term life covers you for a set period (like 10, 20, or 30 years) and tends to be more affordable. Whole life lasts your entire lifetime and builds cash value over time. The right fit depends on your needs and budget—I'm happy to walk you through the pros and cons of each.
Can I get coverage if I have health issues or a pre-existing condition?
In many cases, yes. There are policies designed specifically for people with health concerns, and you might be surprised by what you qualify for. I work with multiple carriers to help find the best option for your situation—even if your health isn't perfect..
Is life insurance expensive?
It doesn’t have to be. Many people overestimate the cost—especially for term policies, which can be surprisingly affordable. Your premium is based on things like age, health, and the amount of coverage you choose. I can help you find a policy that fits your budget.
Why should I work with a financial professional instead of buying online
Online quotes are a start, but they don’t always tell the full story. I can help you understand what you’re buying, avoid hidden pitfalls, and choose coverage that actually fits your life. Plus, I’m here to support you as your needs evolve—not just during the sale.
What happens to my policy if my life situation changes?
Life happens—marriage, kids, new jobs, retirement. The good news? Most policies can be adjusted or updated to keep up. I offer regular check-ins to make sure your coverage still makes sense and your loved ones stay protected.