Call us at (678) 393-9588
Milton, GA 30004

What Do I Do?

My business is to assist people in planning for their future by considering:

  • Cash needs at death
  • Cash and income needs continuing after death
  • Cash needs to pay off your home mortgage early, saving thousands in future payments
  • Cash needs for education planning
  • Cash needs for business continuation
  • Cash needs for retirement income and maximization
  • Cash needs arising from critical, chronic or terminal illness
  • Cash needs for estate preservation and final expense

The Process

I will work with you to:

  • Set financial goals
  • Develop a plan
  • Take action on the plan
  • Review and update the plan on a regular basis

 

The Products

We offer our clients a full range of differentiated products, including:

  • Life Insurance with Chronic, Critical, and Terminal Accelerated Benefits
  • Universal Life Insurance with Fixed Index Growth Account
  • Term Life Insurance
  • Disability Income Protection
  • Critical Illness Insurance
  • Annuities–Fixed and Indexed
  • IRAs and Roth IRAs
  • Whole Life Insurance
  • Cancer and Accident Insurance

About Me

Over 30 years of skills & experience

  • Personal/Business Benefits and Protection Plans
  • Risk Tolerance and Needs Analysis
  • Affordable Health and Critical Care Management
  • Capital Development-Portfolio Asset Allocation
  • Retirement Planning and Income Maximization
  • Transfer of Wealth and Tax Minimization
  • Education Funding and Career Counseling
  • Mortgage Accelerations-Interest Recovery Plans
  • Mortgage Modifications-Credit Advisor
  • Home Equity Asset-Income Conversions
  • Living Benefits and Structured Settlements