Although insurance and investments are readily available on the internet, the cost is the same as purchasing through my office. Buying insurance or investments through an internet transaction offers you no savings but leaves you talking to an unknown entity at a call center if help is needed. When you have important investment questions or require assistance with the settling of claims, why forfeit the added value of the personal service I can provide?
I have almost 30 years of experience effectively listening to the needs expressed by my clients in order to customize a plan that best serves their situation. I am an independent broker and therefore not locked into any certain company and able to shop for the best products/rates from the industry's top-rated companies.
Call me for a free, no-obligation appointment to review your current insurance/investment circumstance. If I cannot improve your current coverage/investment, I will advise you to keep what you have.
Thank you in advance for the opportunity to serve you in the best interest of your future.