Shortly after getting started in the insurance and financial services industry, I really started to focus on where I could make the biggest difference. Now there were several products that I was encouraged to sell, but I wasn’t comfortable suggesting that somebody buy something that they may or may not need just so I could increase my sales numbers. I didn’t want to simply offer various products, but rather solutions for my clients' biggest needs.
I work almost exclusively with folks nearing and already in retirement. I found that almost every potential client I talked to had at least one of these two concerns about retirement:
After realizing this, it made my particular focus very easy. Everything that I do now helps provide solutions in one of these two areas.
When it comes to Medicare, I can answer all the questions you have about things like:
To get started learning more about Medicare, check out the Medicare tutorial, or contact me directly at 866-240-8639 with your questions.
When it comes to the risk of outliving your retirement assets, I can answer your questions such as:
To learn more about my retirement planning process, check out the Retirement Income Planning section.
I am an independent broker for all types of insurance that I offer, so I can shop around several different companies to see who has the most cost-efficient solution for your specific needs. This is in contrast to someone who works for one specific insurance company as a captive agent and can only offer their products.
On the investment side of things, I am an independent Investment Advisor Representative with CoreCap Advisors, a federally registered investment advisor. Again, I don’t have a loyalty to any particular company’s financial products, but I have the freedom to use the investments and funds I believe can best suit your needs.