Our Qualifications

Business Philosophy

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

Qualifications

  • Licensed to sell Life & Health Insurance in FL and NC
  •  Registered to offer securities products in FL
  • Leaders Conference Qualifier
  • Life Underwriter Training Council Fellow (LUTCF)

Individual Products and Services

• Fixed and Variable Annuities
• Disability Insurance
• Charitable & Estate Conversation Strategies
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Mortgage protection (funded through life insurance and disability insurance)
• Lump Sum Pension Distribution Strategies
• Mutual Funds
• Asset Allocation Strategies
• Term, Whole, and Universal Life Insurance

Business Products and Services

• Business Succession Strategies
• Retirement Funding Alternatives
• Executive & Employee Benefit Plans
• Tax Sheltered Annuities
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• 401(k) & 403(b) Plans
• Group Variable Universal Life Insurance
• Group Disability Insurance

Personal

  • 40+ year resident of Florida
  • Hobbies: Fishing, Camping
  • Member of National Association of Financial Advisors (NAIFA)

 

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck