About
You might think that my job is to sell insurance and investments for meeting specific goals like secure retirement or funding the children’s college education and I do that, but my most important function is to help you achieve your lifetime financial goals.
I can help you with life insurance, living benefits , child education and retirement planning. The main strategy I am promoting is the Bank on Yourself strategy.
All the services are available online and I am using Dropbox and DocuSign for safe data transmission.
Face to face meetings are not required, but available at request.