Life is full of milestones—marriage, buying a home, career changes, retirement, or even coping with loss. Each stage brings financial responsibilities that need the right protection. With over 30 years in the business, I’ve seen how insurance can make the difference between stress and stability. My role is to help you prepare for those changes so you and your family can move forward with confidence.
Starting a family is one of life’s most rewarding steps, and it comes with new responsibilities. I work with you to make sure your insurance coverage—whether life, health, or education planning—fits your family’s needs. The goal is simple: give you peace of mind knowing your loved ones are protected, no matter what happens.
Buying a home is a big milestone, but too often people rush into the bank’s mortgage insurance without realizing the drawbacks. Bank coverage is usually more expensive, and the benefits are limited—you don’t even own the policy. I always recommend reviewing your options with an advisor first. With personally owned coverage, you keep control, you decide the beneficiary, and your family gets stronger protection at a better value.
A new job, a layoff, or starting your own business can change your financial picture overnight. I make sure you have the right disability, health, and life insurance in place so your income and family are protected, no matter what direction your career takes.
I’ve walked many clients through divorce and separation, and I know how overwhelming it can feel. Updating your insurance is an important step—whether it’s protecting your children’s future or making sure your beneficiaries reflect your new reality. My job is to handle the details so you can focus on moving forward.
Retirement should be about enjoying life, not worrying about money. Insurance-based tools like annuities and permanent life insurance can provide guaranteed income, help with healthcare costs, and protect against market downturns. With the right planning, you can enjoy retirement knowing your income is steady and your legacy is secure.