HomeHomeIndividual and Couples

Individual and Couples

Financial planning is not about how much money you have. It’s about making sure you have a plan in place to make the most of the funds you have, to create a comfortable future for yourself and those you love.

Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.

Request a Free Consultation

DISABILITY INCOME

Every year, on average, 11% of the US Population between the ages of 20 and 60 suffers some sort of illness or injury that prevents them from working and earning a paycheck. Watch this video to learn about how disability income can help protect your family from these risks.

HEALTH SAVINGS ACCOUNT

According to the Agency for Healthcare Research, low deductibles and small co-pays can increase the cost of your health insurance by as much as 40%. Because minimal co-payments make it easy for us to submit insurance claims for minor healthcare expenses that we can afford without insurance. Watch this video to learn how you can reduce medical costs.

CRITICAL ILLNESS

According to a Harvard University study, each year more than 1.5 million American Households must borrow money from their home equity or retirement to pay for expenses related to a critical illness. Watch this short video to learn how to avoid a situation like that from happening to your family.

AUTO INSURANCE

According to the Department of Transportation, over 15,000 auto accidents happen every day on U.S. streets, roads and highways, many resulting in serious injuries to drivers, passengers and pedestrians. Watch this video to learn how the proper auto insurance coverage can help you avoid a financial catastrophe.

HOMEOWNER COVERAGE

Every year more than 500 homes right here in the U.S. are damaged or destroyed by fire, hurricane, tornado, flood, earthquakes and other natural disasters. But only 3 in 10 homeowners have enough insurance coverage to rebuild their home and replace their possessions. Watch this short video to learn more about home insurance.

UMBRELLA LIABILITY

According to the Insurance Information Institute, every year 1 in 12 Americans will be sued. We live in a litigious society. There are plenty of attorneys who specialize in filing lawsuits for victims who are physically injured or financially damaged, even when you are not directly responsible for the cause. Watch this video to learn more about how umbrella insurance can protect you from a lawsuit.