Are you tired of losing money?  Do you know what will happen to your money in the future?  Are you worried about out-living your finances?

My goal is to look at your financial portfolio and educate you on where your money will take you. I can offer a variety of services to you.  I am a broker, which means that I deal with the best companies in the industry.  Whether you are in need of life or health insurance, index annuities, long term care insurance or living trusts, I’m here to help.    

Losing money or time -- which is more important to you?

If there was a product that has the potential to go up with the market at no risk to your principal, would that interest you?  What if you could put your 401K, IRA, CD, mutual funds or funny money in this product and know that you will not lose your money or time?  And you would also have growth ---- how would that make you feel?  My guess is safe, secure and at peace.  If you are tired of losing money or sick of the up and down of the market, let us show you a guaranteed way.    

Have you thought about how your family would survive if you weren’t here?

Many people don’t think about what the future would be like for their family without them.  I work with a number of great companies that can offer you a variety of options, whether you want term or permanent life insurance coverage.  Depending on your age and health status, I can help you make the best choice for your situation.  This would give you peace of mind knowing that you are providing financial security for your family.

What if you are not able to work?

There are many options available for long term care insurance, but which one is right for you?  People are living longer than ever before.  Now is a great time to think about you and your family and what you would do if one of you needs assisted living or long term care.  Also ask us about our Iowa Partner Plan that helps protect your finances and estate from state recovery.

Do you need health insurance? 

I work with several companies on health insurance. Which is more beneficial to you -- a coinsurance plan or a (HSA) health savings account? After looking at each individual’s situation, I will help you determine what is right and most practical for you.  

Do you need health insurance? 

I work with several companies on health insurance. Which is more beneficial to you -- a coinsurance plan or a (HSA) health savings account? After looking at each individual’s situation, I will help you determine what is right and most practical for you.  

What is a living trust vs. a will?

Most people have been brought up to believe they need a will.  However, this can be very costly to the survivors because the estate will go through probate.  Call us and let us educate you and your family on your portfolio.