We see a future in which everyone has access
to a financial education and a better chance to
become financially secure and independent.
Our focus is to change lives by matching education with common financial tools and strategies that help families overcome real-life financial challenges. The knowledge and ability to save, protect, and grow money is something everyone should have access to.
The most important part of preparing for the future is protecting it. As a WFGIA insurance agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you've built for you and your loved ones.
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA Insurance Agent, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Whether preparing to send the first - or fifth - child to college, many families can benefit from the help of a financial professional.
Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
A guide to help you more fully understand the features and benefits of Indexed Universal Life (IUL) insurance, including interest rate caps, guaranteed minimum interest rates, fee structures, and tax advantages and consequences of this type of insurance.
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