My Sales and Consultation areas range from the Northern Pennsylvania border and as far south as Delaware including New Jersey. I consult with clients on needs based products ranging from Life insurance, Disability income insurance, Medicare Supplement insurance, Long Term Care insurance and Critical Illness Insurance to Retirement Planning Services. My approach to financial planning: 1) Listen and
Analyze first and foremost. 2) Provide multiple strategies to personalize and help you reach your objectives. 3) Implement the strategy to help pursue your financial security. 4) Review on a consistent basis to ensure we are meeting your expectations. When it comes to building your financial future, it’s wise to inquire about the strength of the companies in which you have placed your trust. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: PA, NJ, and SC 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
