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I am married

I am married. Having a spouse and building a new life together requires me to change my priorities and plans. After all, I have someone else to think about now. I need to make sure we’re both protected in case of accident or emergency, while also keeping our life and retirement goals in mind.

We work with you to build the life you both dream of having. We focus on making sound investment and insurance suggestions to help protect what you have and provide growth to what you have accumulated. We help you prepare for the unexpected, so that you and your spouse can withstand life’s surprises. Our areas of focus include:

  • Life Insurance
  • Retirement Planning
  • Health Insurance
  • Comprehensive Financial Planning
  • Wealth Transfer
  • Estate Conservation/Asset Protection
  • College Funding Solutions and Educational Planning
  • Disability Income Insurance
  • Long Term Care Insurance

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