I provide Estate Planning, Life Insurance, Retirement Planning, 401k Rollovers, Annuities and Long Term Care. Estate Planning is basically avoiding probate and making sure all your assets go to your loved ones. (For those of you who do not know what probate is- it is a legal process where the court divides up all your assets and belongings). There is no cost for me to help you set up your estate this way. With the life insurance I am contracted with several companies to get the best products and rates for you! Retirement planning, I help you make sure you will have an income stream when you get to that age. I do not provide products in the stock market so everything I offer is a guarantee. Long term care, again I am contracted with several companies to get the best product and rate for you!
I am also working with, Wealth Planning Solutions, Inc. to make sure all my clients get the most and best help available to them. I work with Michael Bond as the Executive Assistant for his company. This has opened the door to many opportunites and learning from a veteran in this industry. Learn more about the company through wpsmo.com. WPS is accredited by the BBB and National Ethics.
Ask me how to get *FREE* college money for your grandchildren, nieces and newphews! I am the only one who can sign you up but check out the website at www.tuitionrewards.com.
Are you a veteran? Were you in 1 day of active war duty? You could be eligible for *FREE* money in the event you need care. Contact me for a no obligation appointment to learn what could be availabe to you!!!
Making sure your estate is set up properly for you and your loved ones is my commitment. I will come out to meet with you and any family member that would like to be present and learn more about this also.
Educating my clients on all their insurance needs and setting them up with the proper tools.