YOUR JOURNEY,
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Investment Management
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Life Insurance
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Retirement Planning
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Estate Planning
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Consulting Services
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Investment ManagementUsing Nitrogen® software, we determine your risk tolerance, assigning a specific risk number and aligning with your preferred style. Reach out to request a complimentary Investment Workbook - it's like a FREE personalized roadmap on your financial path.
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Life InsuranceThere are various types of insurance, each serving specific purposes for your future needs. As an independent insurance agent, my quotes include commission disclosures to uphold my fiduciary standards. Collaborating with numerous carriers allows me to offer you the optimal choices available.
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Retirement PlanningFrom the moment you enroll in your first 401(k), you've made the decision to begin planning for retirement. We develop personalized strategies tailored to your current spending habits, debt situation, and financial objectives. Reach out to start your journey with our complimentary Budget Workbook.
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Estate PlanningEnsuring you possess the three crucial documents—Will, Durable Power of Attorney, and Directive to Physicians—may not entirely eliminate the probate process. We thoroughly examine the transfer of ownership on your accounts, potential tax liabilities, and engage in discussions with the executors of your estate to gain a comprehensive understanding of the necessary steps to take when the time comes.
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Consulting ServicesFor instances when you prefer a do-it-yourself approach but require coaching or guidance from a professional, we are here to assist you. We provide a variety of hourly consulting services tailored to your specific needs.
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