I have been in the insurance industry since 2014 as a life agent. In 2016 I added Securities Series 6 and 63. I married my real estate career to insurances (life and disability) to help my clients protect their assets (mortgage and paychecks). The financial work I do with my clients is setting up mutual fund accounts, IRAs, 529b plans, annuities, and rollovers from previous retirement accounts. I love to work with business owners to create retirement plans for individuals and/or groups. Depending on my client(s) risk tolerance fixed, indexed, or variable products are chosen. There are no one-size fits all strategies.
Together we start from where you are and holistically structure how to get to your end goals.