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 is important to:

  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.
  • Educate your agent. Don't expect us to be a mind reader. We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • 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, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let's work together. Listen carefully to the recommendations, but remember all decisions are yours. Make sure you're comfortable with the outcome.

 

 

 

 

 

 

 

 

 

Calculators

Newsletters

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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