Since 2009 I have been assisting clients with preparing for retirements and beyond. I have said many times that I have a license to help people and I take that responsibility very seriously. I have never judged success by making the sale. To me, success is defined by establishing peace of mind with a client by explaining to them all their options so that they understand what is possible, how they will benefit, and why they need to continue to inspect what they expect as time moves forward.
The process that clients can expect is very simple. We start with a conversation about your specific and unique circumstances and goals. That will then open a dialogue about possible options and solutions. That process will establish if we are a good fit for each other and if so then a game plan and timeline will be developed based on your risk profile and time horizon. My pledge to all clients is to treat everyone with dignity, respect and integrity. I take my fiduciary obligation very seriously whether I am recommending a $7 Drug plan or a $1M Annuity contract. I will never pressure or manipulate to make a sale.
As an Insurance Broker I represent several Insurance companies and my allegiance is to my client. I usually will show several options from multiple carriers, with a full explanation of the strengths and weaknesses to give the client complete control in the final decision. I treat my clients the way I want to be treated without exceptions. I have assisted clients who live in mobile homes as well as mansions and make no distinction in how I treat them. I appreciate all my clients and work hard to build a relationship built on confidence and trust. Thank you for your consideration.
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