Professional Guidance

Why Get Professional Guidance?

Having a financial strategy isn't impossible. You just need to sit down with a professional and do it.

Our goal is to provide you with the knowledge that you are doing what is necessary to help you meet your goals and objectives. By working with someone well versed, trained, and knowledgeable and one who keeps abreast of changes that occur in the financial world, you can help:

  • Reduce your taxes
  • Reach specific retirement goals

Decide how to invest properly, based on your own goals and risk tolerance

Ensure that your family and assets are suitably protected if the unexpected occurs

Since making the right investments and insurance decisions are key to helping you reach your goals, I want you to be assured that I offer products from many well-known financial services firms.


We can offer investment products from some of the largest and well-known investment management firms including:

AIM Investments

American Funds

Davis Advisors

Deutsche Asset Management

Fidelity Investments

Franklin Templeton Investments


Harris Associates, L.P.

Lord Abbett

Loomis Sayles


MFS Investment Management

Neuberger Berman

PIMCO Equity Advisors

Putnam Investments

State Street Research

Salomon Brothers Asset Management

T. Rowe Price

In addition,products from affiliated insurance companies*, including over 30 life providers and hundreds of non-life providers are available.


John Alden

GE Capital




Sun Life


New York Life

John Hancock

Pacific Life

Lincoln Life


*(Not all products and companies are available in all states.)


This is only a partial listing of the companies from which we can offer products. This listing does not constitute a recommendation of or a solicitation for these companies products.