In 1984, when I was serving in active duty as a deep-sea diver in the U.S. Navy, I began working part-time in the insurance & securities business. Later, while working full-time in the industry, I attended college and earned my B.A. with honors, with a major in accounting (CPA) and a minor in business.
Since 1984, I have been helping clients obtain better insurance and position investment dollars in different places than they had, with different companies, with better results, with no risk.
I don't have all the expertise myself. I use teams of specialists to shop from over 200 well known companies for you. I then present your options and I promise to never push you to do anything.
Generally, after a single visit, we find ways to make or save our clients hundreds or thousands of dollars from just a single idea.
Of course, the more time I spend knowing about your unique situation and consulting with my teams, the more I can help you maximize what you are doing and minimize mistakes.
From the people who grade the professionals in my industry, I consistently get an “A.” Ask to see my report card any time.
Contact me for a free financial check-up and learn the best way to put your hard-earned dollars to work.
Since 1984, I have been helping clients obtain better insurance and position investment dollars in different places than they had, with different companies, with better results, with no risk.
I don't have all the expertise myself. I use teams of specialists to shop from over 200 well known companies for you. I then present your options and I promise to never push you to do anything.
Generally, after a single visit, we find ways to make or save our clients hundreds or thousands of dollars from just a single idea.
Of course, the more time I spend knowing about your unique situation and consulting with my teams, the more I can help you maximize what you are doing and minimize mistakes.
From the people who grade the professionals in my industry, I consistently get an “A.” Ask to see my report card any time.
Contact me for a free financial check-up and learn the best way to put your hard-earned dollars to work.
My promise to you
My commitment to you is to listen to your needs and to put them above my own.
I promise to help you evaluate your own personal situation and give
you the information you need to make educated decisions.
I can only make recommendations.
You must choose whether to accept my recommendations or not.
I will not pressure you to do anything you are not comfortable doing.
You are not obligated to do business with me,
and I promise that I will deal with you ethically and honestly.
That is my commitment to you.
My commitment to you is to listen to your needs and to put them above my own.
I promise to help you evaluate your own personal situation and give
you the information you need to make educated decisions.
I can only make recommendations.
You must choose whether to accept my recommendations or not.
I will not pressure you to do anything you are not comfortable doing.
You are not obligated to do business with me,
and I promise that I will deal with you ethically and honestly.
That is my commitment to you.
