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Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, you're just getting started in the workforce and want to establish a plan, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability.
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
Please contact me at (574) 225-2911 or firstname.lastname@example.org if you would like to discuss your financial future. I would love to answer any questions or comments you have.
I am licensed to sell insurance in: IN, IL
Supervisory Office 900 E 96th St, Suite 300 Indianapolis, IN 46240