I help advisors develop a strategic relationship with our team. Working together, we can build a plan for tax-efficient retirement income and weath transfer — so clients don’t wake up in the middle of the night wondering what the next market correction could mean to their portfolio.
I'm always available to help educate you on the latest concepts, unique to your client's situation.
If you need assistance, you have a team of dedicated specialists at your fingertips. Feel free to reach out to them directly if I am not available.
An absolute gem to work with on the application process. Your team walked me through every step, and I cannot express how grateful I am to have you as a resource!

By shifting assets in your clients' portfolios, we can help avoid costly mistakes and stretch the money they worked a lifetime to earn.
From basic questions to optimizing value, we'll help maximize one of the most important, yet misunderstood, tools in a portfolio.
See why there's nothing quite like the cash value in a life insurance policy to create tax-free funding for retirement income.
Make LTC planning intentional so your client's portfolio is protected and their family can have peace of mind before something happens.