One on One Session
1 hour 30 minutes
I enjoy sitting down in order to customize a personalized plan that suits you and your family financial needs. We delve deep into your current goals and create that plan to get you to your desired goal. The things we can go over during your one on one are: Life Insurance (Whole, Term, Universal), Living Benefits, Long Term Care Insurance, Cancer Policies, Disability Insurance, Medicare Supplement, Pension Maximization, Tax Free Retirement, Estate Planning, Annuities, and 401K Rollover options.
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