Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I provide total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I provide a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.I am licensed to sell insurance in Missouri and Kansas.
Listed skills include Strategic Planning, Contract Management, Contract Negotiation, Nonprofits, and 29 others.