I offer a process that can help you meet a number of financial goals or needs, including, but not limited to: Retirement, Income & Asset Protection, Business Solutions (group benefits, retirement plans), College Funding, Long Term Care, and Guaranteed Lifetime Income Strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. There is no fee for my time,
no obligation, and no minimum net worth. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither Trifecta Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Trifecta Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success
102 Persimmon Circle
Goose Creek SC 29445
(843) 867-2200