Insurance

Over the past 25 years, while working for leading financial services companies, I have designed optimal strategies for life insurance, income protection, guaranteed lifetime income, and financial organization. I have witnessed first-hand how these strategies provided the most effective and efficient methods for optimizing individual, family, and small business Financial Balance throughout good times and bad: including 2001, 2008, 2012 and currently. Yet the more people I speak to on a day-to-day basis the more I find a need for these discussions and the ability to help make a real difference in people’s lives. That is why I joined Certified Financial Services, to bring the benefits of financial organization and optimal economic health directly to the people that I work with. Helping clients achieve Financial Balance via a Protection First Strategy creates the financial foundation upon which they can build and live their lives with confidence, security, and peace of mind. I welcome the opportunity to share my approach with you.