My BusinessIndependent agency helping clients identify inefficient use of their money and redirect that money to efficient vehicles.
Ideal ReferralOwner of a company with 4 to 25 employees.
Top ProductPermanent life insurance for efficient tax distribution in retirement.
Top Problem SolvedHelping families generate enough income to retire with confidence that they will not outlive their money.
My Favorite BNI StorySeveral years ago Peter Farren gave me a referral of a lady that just got divorced and needed to roll over a large settlement. At our meeting she was in the middle of packing for a move out of state. I explained that this was not the appropriate time to be doing this type of planning and decision making. She stopped my right away and said, " I don't care, Peter told me you are good and with that you are my advisor and lets get this done now!! This was one of the largest cases that year!
My Ideal Referral PartnerA CPA/tax accountant