A Dedicated Professional Providing Financial Solutions

Planning for your retirement requires a careful financial outline. I have worked directly with families and assisted them with their pre and post-retirement needs.

My Expertise

With more than 20 years of experience as an agent, I have shown professionalism, punctuality, and quality work for my clients in North Carolina as well as Virginia and Florida. I work with the desire to build lifelong business relationships with various people. You can be sure that your financial well-being is always my priority.

Fixed Index Annuity

This helps you protect your premium and earnings from downturns in the market. You can also gain earnings while delaying the payment of income taxes.

Secondary Market Annuities

Even with a smaller premium, you can have a greater income with this type of annuity. Trade your future salary or revenue in favor of lump-sum payments with my help.

Wealth Strategies

Let me help you with proper retirement planning. I utilize an appropriate financial approach in order to help you achieve your financial goals.

Life Insurance and Long-Term Care Insurance

Life insurance is crucial for planning your retirement. Trust me to work closely with you and ensure that your beneficiaries are well taken care of in case of any unfortunate circumstances.

Alternative High Yield Strategies for Accredited Investors

I am able to speak with accredited investors about alternate, high-yield strategies. See Accredited Investors page for more information

Talk to Me

Contact me today and discuss the retirement plan you want.

Get in Touch