Helping clients reach their retirement goals is my primary objective. Through personal interviews, I help clients create a methodology to help address three key financial goals: 1) protect your family’s lifestyle, 2) wealth accumulation during your working years, 3) transfer assets in the most advantageous way.
Specifically, I can help you:
• Retire more comfortably
• Protect your assets and your financial future
• Fund your children’s or grandchildren’s education
Where licensed (list of states if an LTC agent)
CA, MN, OH
Contact information (phone, email ... )
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