Your Role

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Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
It’s important to:

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.
  • Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

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Newsletters

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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