As an independent broker, I can work with as many insurance companies as I want and I can shop around for you and find you the most coverage for the best price.

If you already have life insurance, I help you maximize your living benefits by lowering your premium and/or adding more coverage. You should always review your life insurance ever 5 years (at minimum).

Medicare/Medicaid: Every county is different and every carrier has different plans. These plans are contracts with the government, changing every year. I am contracted with every carrier (Humana, Aetna, UHC, Anthem, Devoted, Cigna, Wellcare, etc.), so I am able to study all the plans that all the carriers offer and show you the most suitable options for your needs. Every AEP, I will come to your house and show you the newly updated plans for the next year.

These plans change each year, just as your health and finances change each year - I am here to be your guide through all of that. I will look to see if you qualify for extra help through social security and/or medicaid. I also provide gap coverage plans for any area you need that medicare does not cover so that you are fully protected.

I specialize in helping protect my clients’ retirement accounts by helping them transition their savings and investments into products where they are protected from losses, and only have gains, while also creating a legacy and generational wealth for their family.

The fact remains that we have no idea what the future holds when it comes to paying taxes. I help my clients move their money where they pay taxes now, and then grow their money, tax-free.

I look at your overall estate plan and even help you prepare a dry-run for immediate situations. I can provide Wills, Revocable Trusts, Health Care POA, Financial POA, and more.