| So, why am I different? "I see the whole picture." |
I have lasted in the financial service industry long enough to accumulate the needed knowledge. I keep current by taking continuing education classes weekly in my financial industries. I live and work within the code of ethics of three different professional organizations I am associated with, one for each industry. I offer a wide diversification of financial services and products from those industries. Because of this I see the big picture and can synergistically tie together the worlds of debt, Life Insurance and Chronic Illness/long term care funding with aging in place in your home. I offer places to put your money (asset accounts for IRA’s and true wealth (Non-Qualified). I believe in what I call "Client Empowerment" with a holistic approach concept to financial planning. I will help teach you to learn to support your own financial planning, or even be your own financial planner. Then I will support you with coaching and mentoring in the back ground whenever you ask. I will not charge you fees for my time. Generally my compensation comes from the institutions, I have placed past business with, and which I still place new business with, when and if my clients need such a product.
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