
Life Insurance Lost & Found
Expanding family, marital status changes, job changes, business acquisitions, etc. Life insurance is often acquired during pivotal moments when one's world can be a bit disorderly or overwhelming. Often survivors simply don't know where to look when the time comes to make a claim. Insurance companies are not going to hunt you down to furnish payment. A top notch agent will, but those are difficult to find. (Thank goodness you have me!) This is a tough business and few spend a

High tech or high touch?
Whether retirement accounts or ability to trade on your own the tech industry has done an excellent job of making products inexpensive and accessible to end users. On the surface there are viable benefits such as savings on fees or personal control of product selection. Ethical financial professionals are proactive tools to provide information, access, and account management empowering you to take as much charge of crafting your financial portfolio as you like... wisely. an