Your Role

 

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.

 

 It’s important to:

  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.
     
  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.
     
  • Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
     
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

 

Calculators

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  • Better Late Than Never

    Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

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