12191 W 64th Ave Suite # 102
Arvada, CO 80004
Areas We Serve: Arvada, Westminster, Lakewood, Broomfield and the surrounding areas.
My goal is to continue to serve the public in the insurance and financial arena as I have since 1979.
Specializing in Retirement and Long Term Care planning has been rewarding . Whether a client needs to prepare for retiring soon or has already retired – there is the opportunity to discuss : Maximizing Social Security Benefits, Lifetime Income Planning, Protecting One’s Nest Egg, Long Term Care Planning and other issues that face our clients in the rapidly changing financial landscape. I believe in meeting with referred clients for an initial visit to discuss their needs. goals and concerns ; to see how I may be of service and to make sure we are a good “fit” for each other.
There is never any pressure, just straight forward and honest information and answers . My clients have appreciated my taking an interest in their own, individual circumstances, in talking with them in understandable language and prompt returning of calls.