Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. 

It’s important to:


  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the many ways that we can assist you.

  • Educate your agent. Although we wish we were mind readers, to this point we have not mastered that skill. We may anticipate many of your needs, but we never assume anything. That's why it's so important that you be candid in providing information.  Just like your Doctors, we need to know every symptom that ails you before we can write the proper prescription.

  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, there are no "dumb questions". An educated client who knows what they have and understands their financial situation, is a happy one.

  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all final decisions are yours! Make sure you're comfortable with the outcome.