Our Approach
Helping clients understand their options and achieve their goals are what make our job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
Licensed to Assist With
01
Life Insurance
When planning for your family’s future, life insurance can help protect your loved ones if something happens to you. By choosing the right amount of coverage and type of life insurance policy, we’ll help you build a strategy based on your needs and long-term goals.
02
Long-Term Care
Up to 70% of people aged 65 and older will need long-term care to help with everyday activities, such as getting out of bed and bathing. This kind of care can be expensive, but long-term care insurance from New York Life Insurance Company or New York Life Insurance and Annuity Corporation helps to cover it should you ever need it.
03
Annuities
You’ve worked hard to build your savings, and annuities can help ensure that they’ll last. With annuities, your money grows over the long term, with the option to convert them into a guaranteed income stream. They also provide a payout for your loved ones if you pass away.
Solutions To Fit Your Needs
Here to help you plan for today and tomorrow.
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.
Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.
*Not licensed to sell in all jurisdictions.
2311 Highland Ave. South
Suite 100
Birmingham, AL 35205