I am Life Insurance licensed and also have a Series 65 Securities License. I have been to several training conferences throughout the U.S. headed by top professionals in the industry. Through our firm, my goal is to help people plan for successful retirements. Being independent allows us to be able to choose from the very best. We are not tied to any big box brokerage firms pushing their products. I believe in being honest with our clients and helping them reach their goals faster and easier.Specialties: Qualified and non-qualified plans and rollovers, life insurance, fixed and fixed-indexed annuities, structured investing, IRA's, Roth IRA's, 401k's, retirement planning, muliti-generational IRA's, CD alternatives, legacy maximazation, etc....