In analyzing your current financial situation, I help you identify financial goals and concerns, illustrate what is being done to reach your goals and address concerns, identify gaps if present, and offer solutions to help fill them. My commitment is to building long-term relationships with clients, making their goals my number one priority.
As we work together, I assist clients in meeting their long-term financial goals. I closely collaborate with my clients and can do the same with you to define your personal financial goals, develop a financial strategy, suggest suitable products and solutions based on your needs, and implement your strategy with products and services that help meet your needs.
Drawing on my knowledge, experience, and world-class tools, my goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals, with a personal aim to become a lifetime resource for each and every client.
Living mutual has always been at the core of human existence, and it's guided MassMutual since its founding in 1851. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. MassMutual has a long history of financial strength, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
When I am not focusing on helping you, I am spending time with my family, my cats, writing in my newest fiction book, reading, cooking and learning.
I am licensed to sell insurance in: PA, MD, VT