I have worked in the financial services industry for the past 19 years and from my experience with clients over this time, I realize that being financially stable, living life comfortably, and protecting a family’s financial security are very important goals for most individuals.My focus for clients is to help them meet their needs while at the same time protecting their family’s financial security and focusing on their priorities. I provide financial planning advice & guidance to help clients at different stages in their lives, whether they are purchasing a new home, considering financial security options for themselves, their family, or a business, or in the event of illness or premature death, or preparing for retirement. I also provide investment planning advice for those wanting to build their investment plans, or those who are preparing for retirement. We will work together by going through a discovery process to learn all about you, followed by analysis, recommendations, implementation and monitoring. I can offer you powerful financial products as part of your financial plan• Retirement & Investment Savings Plans, • Protection in the event of premature death, a critical illness or disability• Health & Dental coverage• Group insurance • MortgagesPlease contact me at 709-682-1464 or email me at dmcgrath@nlcu.com, to discuss your priorities and learn more about what I can do to assist you and your family.