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Preparing for or living in retirement can often be a stressful and uncertain time. My ultimate mission is to create peace of mind and confidence for my clients, and to become their financial friend and trusted adviser for life.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Categories
- Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Services, Insurance, Life Insurance
- Payment Options
General Info
As is true with all APG Representatives, my practice is exclusively focused on retirement, estate, and long-term care planning. My single purpose is to educate you on what I consider the absolute very best retirement and estate planning strategies available in the industry today, and then develop and implement financial plans and programs that allow you to safely grow and protect your hard-earned savings, as well as turn those savings into a reliable income stream for the rest of your life when you retire. In addition, we'll work closely together to develop comprehensive estate plans that will efficiently transfer your estate to your heirs in a manner that satisfies your wishes, saves time, reduces costs, minimizes taxes and maximizes the size of the estate that you ultimately pass on to the family members and/or charities of your choice.