Retirement Income Planning

I like to educate, keep it simple and empower others so that when you make decisions, they are solid and right for you. The companies I represent guarantee your funds and never is a dollar at risk to downward market trends or losses. I don’t do cookie-cutter recommendations but I look at each individual’s situation before making recommendations.

Guaranteed Income Planning

As part of a well-rounded retirement plan, annuities can provide some protection for you and your family. That could include a death benefit (provided you didn't start your income), a survivorship clause, or being able to pass the annuity on to heirs. This makes them more flexible than many retirement savings vehicles.

Insurance Planning

Life insurance may be one of the most important purchases you'll ever make. In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more. If you're considering securing you and your family’s financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!

Medicare Planning

Medigap is Medicare Supplement Insurance that helps fill "gaps" in Original Medicare and is sold by private companies. Original Medicare pays for much, but not all, of the cost for covered health care services and supplies. A Medicare Supplement Insurance (Medigap) policy can help pay some of the remaining health care costs.

 

By Appointment Only

Located in Olympia, Washington

 Call or Text 206-551-5013

 360-915-8598 Fax

  [email protected]