Securing Adequate Insurance
You spend your entire life building a legacy for yourself and your loved ones. In order to properly protect this legacy against any financial storms, I am here to help you obtain adequate insurance in preparation for a serious life event, such as death or disability.
Self-InsuringAgainst Loss
My goal for you is to ultimately accumulate enough wealth to where you will be able to self-insure against any major life events. This means that rather than paying an insurance company to pay your medical, dental, and vision claims, you pay them yourself. Self-insurance is often a better option when you have financial stability and are willing and able to take on the risk yourself.
LeavingInstructions Behind
You spend your entire life accumulating wealth and want to be able to direct how those funds are dispersed when you die. I will work with you to create an “emergency book” with specific documents and instructions for your finances. These documents are meant to work in conjunction with (not replace) any directives you have about your estate and within your will.
Keeping my promises, always.
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Life can be challenging, but money doesn’t have to be.