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WHAT TO EXPECT

Once you've filled in the form above, I will set up a time to get to know your individual goals and needs. This free consultation will give me the best understanding of what you would like to achieve. I will then customize a financial growth proposal for you. No risk or obligation on your end. Once we go through the life insurance plan together, you can choose to proceed if the fit is right for you.

personal relationship

1-1 relationship

forty years of financial industry knowledge

Industry experience

Florida financial industry knowledge

Florida knowledge