History
I started in the financial business in 1990 as a captive licensed insurance agent, then in 1996 I became a independent agent so I would be able to represent more companies that fit my client's needs. I also became a member of the Better Business Bureau which has the highest rating of A+.
Specialties
We specialize in creating a secure and stress free retirement. We also specialize in 401k & I.R.A. rollovers and setting them up to reduce future tax consequences at distribution.