Insurance Strategies, Investment Strategies (Reg. Reps Only), Special Needs (ChSNC Required), Student Loan Refinancing
Preparing for the next step in life isn't always easy. I provide an analysis of your current financial situation and help you: identify finacial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and other solutions to help fill them.
As a Special Care Planner, with the ChSNC designation, I assist famiies with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
My mission is to help families plan for the future of their dependents with special need by providing education and possible financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner, I help families:
Licensed to sell insurance in: Arizona, California, Connecticut, Florida, Illinois, Indiana, Massachusetts, Michigan, North Carolina, Nevada, Ohio, Oregon, Texas. CA Insurance License Number 0M09045.
I am a registered representative of and offer securities and investment advisory services through MML Investor Services, LLC, Member SIPC (www.SIPC.org). Supervisory address: 17550 N. Perimeter Dr, Suite 450, Scottsdale, AZ 85255 (480) 538-2900.
I am affiliated with Massachusetts Mutual Life Insurance Company (MassMutual).
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Check the background of this investment professional on FINRA's BrokerCheck