Have a financial planning-based practice. I educate people/businesses on financial alternatives that they frequently are unaware of so that they can make informed decisions. It is my view that if people/businesses do not choose to follow-up on a particular alternative, it should be because they have made a conscious, informed decision not to do it, as opposed to not doing it because they were ignorant of it.
I offer custom-designed financial planning, and provide a variety of solutions that can help you meet a range of financial and financial protection needs.
For businesses, it includes contingency/succession/exit planning strategies, estate planning for business owners, funding buy/sell agreements, executive and employee benefit programs, business owner/key employee risk management, and group disability plans.
For individuals and families, this includes, but is not limited to, financial planning including retirement planning and estate planning, wealth accumulation, lifestyle protection including life and disability insurance, managing costs for extended periods of care and lifetime income strategies.