Building Wealth. Preserving Legacies.
Comprehensive Retirement, Insurance, and Wealth-Protection Solutions Licensed in All 50 States.
Preserve savings with tailored retirement and insurance plans.
Nationwide guidance to prevent coverage gaps.
Book online and receive a personalized plan quickly and easily.
Who we are
Creating Financial Security, Preserving What Matters.
With extensive experience and top carrier partnerships, we craft strategies to protect your future and legacy.
Carriers We Work With
What We Do
Comprehensive Solutions to Protect and Grow Your Wealth
Mortgage Protection
Life Insurance & Final Expense
Fixed & Indexed Annuities
We are Specialize In
Financial & Insurance Solutions Tailored to You
Helping you create a reliable income strategy for a comfortable and worry-free retirement.
Secure your family’s future and cover end-of-life costs.
Keep your home safe with coverage designed to reduce or pay off your mortgage if the unexpected happens.
Create guaranteed income streams and safeguard assets from market volatility.
Plan ahead for chronic, critical, and terminal illness expenses.
Maximizing retirement savings with rollover strategies.
Plan Your Future with Confidence
Licenses & Credentials
Licensed Nationwide. Trusted Everywhere.
We hold active licenses in all 50 states, ensuring you receive compliant, reliable financial and insurance guidance wherever you live.
State of Missouri
State of Georgia
North Carolina
South Carolina
Common Questions
Frequently Ask Questions.
What services do you offer?
We provide retirement planning, life insurance, mortgage protection, fixed & indexed annuities, 401(k)/IRA guidance, and long-term care coverage nationwide.
Are you licensed in my state?
Yes, we are licensed in all 50 states and can assist clients anywhere in the U.S.
Which insurance carriers do you work with?
We partner with multiple trusted carriers to offer you a range of options and competitive rates.
How do I book a consultation?
You can book a free consultation directly on this website through our secure online calendar.
Do you charge for initial consultations?
No, your first consultation is free and designed to understand your needs and goals.
Can you customize a plan for my situation?
Yes, every strategy is tailored to your unique financial goals and family’s needs.
What’s the difference between term life and final expense insurance?
Term life insurance provides protection for a set number of years, while final expense coverage is designed to cover end-of-life costs such as funeral expenses.
How do fixed and indexed annuities work?
Fixed annuities provide guaranteed interest, while indexed annuities allow growth tied to a market index, offering both protection and potential growth.
Do you offer mortgage protection?
Yes, mortgage protection insurance ensures your home is paid off or covered in case of death, disability, or critical illness.
What types of long-term care coverage do you offer?
I provide solutions for chronic, critical, and terminal illness care to help manage healthcare expenses and protect your financial future.
Do you work with both individuals and families?
Yes, I create customized strategies for individuals, couples, and families based on their unique financial goals.
Why choose you over an insurance company?
I represent multiple carriers, giving you unbiased options and tailored strategies instead of being limited to a single company’s products.