Your Role

 

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. 



It’s important to:

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.

     
  • Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

     
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

     
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

     

Calculators

Newsletters

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,691.00 +0.52
Dow Jones Transportation 11,233.44 +0.38
Dow Jones Utilities 743.64 +0.35
Nasdaq Composite 7,824.06 +0.22
Nasdaq 100 7,377.54 +0.04
NYSE Composite 12,908.43 +0.52
AMEX Composite 2,609.26 +0.39
PHLX Semiconductor Index 1,323.41 -0.73
OSX Oil Service Sector Index 137.96 +0.56

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.