I am a wealth manager and independent insurance advisor that utilizes a multitude of different strategies to help individuals and businessess accomplish their goals. Estate Planning - Make sure IRS gets as little as possible Buy/Sell and business continuation plans -- Make sure business carriers on as usual in case of retirment, or premature death or disability of an owner Guarantee Issue life and disability planning - use the law of large numbers to get adequate protection for those that may not be insurable on their own, and still have something to lose Specialties Business Succession Strategies Corporate and Individually Owned Life Insurance Disability Insurance - Sick/Pay Planning Long Term Care Insurance Annuity Products State Pension Maximization 401(k) Rolloversread more ...read less ...
softball
bowling
trustworthy
University Of Kansas
Financial Services Professional At 21st Century Financial Servicesthe Tfa Group
Disclaimer: PeekYou is not a consumer reporting agency per the Fair Credit Reporting Act. You may not use our site or service, or the information provided, to make decisions about employment, admission, consumer credit, insurance, tenant screening or any other purpose that would require FCRA compliance. For more information governing use of our site, please review our Terms of Service.
Copyright 2024 PeekYou.com. A Patent Pending People Search Process. All Rights Reserved.
By continuing to use our site, you consent to the placement of cookies on your browser and agree to the terms of our Privacy Policy. More details
