I provide a broad portfolio of individual life, disability income,long term care insurance protection, asset accumulation strategies, and financial products and services for families, businesses, and institutions. I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and
retention services
• Business continuation strategies
• Trust services
• Special Needs Planning
I am licensed to sell insurance in Arizona, California license number 0I25659, Iowa, Illinois, Minnesota, Kentucky, Missouri, Texas, Nevada, Washington, Tennessee, and securities in: Arizona, Illinois and Texas. Supervisory address: 17550 North Perimeter Dr. Suite 450, Scottsdale, AZ 85255 (480) 538-2900.