I offer a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate
strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
I provide an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them. I am licensed to sell insurance in: AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY and securities in: Arizona, New Mexico, California, New York, Colorado, Ohio, Florida, Oklahoma, Georgia, Oregon, Hawaii, Pennsylvania, Idaho, South Carolina, Illinois, Indiana, Texas, Maryland, Massachusetts, Utah, Michigan, Vermont, Minnesota, Virginia, Mississippi, Washington, Nevada, Wyoming, and New Jersey. I am a registered representative of and offer securities, investment advisory services and financial planning through MML INVESTORS SERVICES, LLC, member SIPC (www.sipc.org). Branch office and Supervisory address: Suite 320, 2901 W Bluegrass Blvd, Lehi, UT 84043
MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representative.
