Services Offered

Why Me?

Local - I am a lifelong resident of West Michigan. What does this mean to you? It means you have a trusted member of the community that will be there to work with you long into the future.

Integrity - I base my business on doing what is right for my clients. In an era of scandals and unscrupulous salesmanship, having someone that you can trust is doing what is best for you, may be the most important factor.

Relationships - When I work with you, it is not just on a business level, but a personal level as well. I value long-term relationships with my clients, and have a practice founded on giving you the personal attention that you deserve.

Products & Services offered:

Personal Products:

 

  • Financial Needs Analysis
  • Long-term care Insurance
  • Life Insurance
  • Disability Income Insurance
  • Mutual Funds
  • Fixed & Variable Annuities
  • Pension Income Alternatives
  • Roth IRA
  • Stocks, Bonds & Brokerage Certificates of Deposit
  • IRA Rollovers
      
    Business Products & Services:
  • Life Insurance 
  • Disability Income Insurance
  • Long Term Care Insurance
  • Pension/Profit Sharing Prototypes
  • 401(k), 403(b), 457 Plans
  • Key Person Insurance
  • Group Life Insurance

     

     

     

     

     

     

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