Although insurance and investments are readily available online, the cost is the same as purchasing through my office. Buying insurance or investments online offers you no real savings and leaves you talking to a stranger at a call center if help is needed. When you have important investment questions or need assistance with settling claims, why forfeit the added value of the personal service I can provide?
I have over 38 years of experience effectively listening to the needs of my clients in order to customize a plan that best serves their situation. I am an independent broker and therefore not locked into any particular company. I am 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 or investment circumstance. If I cannot improve your current coverage or investment, then I will advise you to keep what you have. The bottom line is that I want for my clients to have the plans that will best meet their needs.
Thank you in advance for the opportunity to work with you to provide a plan that is in the best interest of your future.
Thank you in advance for the opportunity to serve you in the best interest of your future.