Retirement Planning, Investment Planning, Alternative Investments, College Planning, Retirement Planning, Charitable Giving, Annuities, Lending Services, Life Insurance, Term Life Insurance, Long Term Care Insurance Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.