Office: 765-662-0411

211 S Washington St
Marion, IN 46952-3803

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Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

• Personal Needs Analysis
  Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
• Retirement Solutions
  Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
• Business Life Insurance
  As a business owner, you know that your presence on the job is crucial. Securing the right kind of business protection can be complicated. Using my expertise in business life insurance from Northwestern Mutual, I can help you protect your business and ensure its future.

• Education Funding
  With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. I specialize in education funding and can help you explore the best possible alternatives for saving the money you need to send your children to college.
• Wealth Accumulation
  There are many financial vehicles into which portions of your income can flow. Picking the right combination is critical to wealth accumulation. Together, we can determine your financial goals, and provide specific risk protection and investment solutions.
• Long-Term Care Insurance
  Offered through Northwestern Long Term Care Insurance Company Long-Term Care insurance provides benefits in the event of a long-term illness or injury. Owning a long-term care insurance policy also provides you choices in deciding where or how you receive care. Let me help you prepare for this situation with long-term care insurance.