Financial Services Agent
“I specialize in helping families plan for a better retirement through the use of safe and secure retirement products. My primary focus is preserving and growing your family’s assets without any risk or fees.”
Retirement and Savings - You know they're important. Let us help.
Only one in three people feel they are saving enough for their goals, including retirement. AAA provides products and services that will help you save, plan, and prepare for your retirement.
A few of the products we provide include:
- Fixed Annuities – Competitive fixed interest rates from AAA Insurance and other highly rates insurance companies that can provide income guaranteed to last a lifetime.
- Indexed Annuities – Interest crediting strategies linked to common market indexes, such as the S&P 500, that provide a minimum guarantee and options to help with long term care.
- Certificates of Deposit (CDs) – AAA member exclusive rates that will help you build your savings faster.
- IRA and 401k Rollovers – Options that allow you the safety and security needed for those retirement funds.
- Asset-Based Long Term Care – A strategy for those looking to increase the value of their funds set aside for long term care expenses without the high yearly premiums and rising rates.
Discover a better way to save, plan, and prepare for your future. Contact me for a no-obligation consultation today!