My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. I provide an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to fill them
Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. Please contact me at 260.424.1125 or [email protected] if you would like to discuss your financial future. I am licensed to sell insurance in: California (domiciled in Indiana, CA Insurance License #: 0K89294), CO, FL, GA, IN, KY, MI, NJ, NM, NV, NY, OH, PA, TN, TX, and WA. Securities and investment advisory services offered through MML Investors Services, LLC. 900 East 96th Street., Suite 300, Indianapolis, IN 46240. Phone (317) 469-9999. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual), and other fine companies. Woolman Financial Group, LLC is independently owned and operated. I am licensed in AL, CA, CO, FL, GA, IN, MD, MI, NJ, NM, NV, NY, OH, PA, SC, TN, TX, WA
