My Services


 



 

 

As an Independent business owner, licensed insurance agent and registered representative, I am here to help guide you through the often overwhelming process of creating a financial blueprint.  I will work with you to:

 

  1. As a local El Dorado Hills, Placerville, Roseville and Folsom Agent and registered representative specializing in insurance and securities, I review your individual situation and personal objectives with you. Every family’s financial situation is unique. That’s why it’s so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. 
  2. Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. Placing the appropriate insurance and securities Folsom, El Dorado Hills, Placerville and Roseville residents need is crucial. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
  3. Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend both insurance and other financial products that can help you achieve your financial goals. For solid advice on insurance and securities Folsom CA and the surrounding Sacramento area residents, I’m your local professional.
  4. Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors, whether they be Folsom insurance agents or investment advisors, or if they work elsewhere.
  5. Monitor progress; provide ongoing service as your needs and situation change over time. Whether you need insurance in Folsom, El Dorado Hills, Placerville or Roseville, planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs. 

I live and work in the local community. This allows me to have a very good understanding and develop a long term relationship with my clients. I currently work with many local individuals, couples, business owners and other residents to best meet their needs. For honest advice on the most suitable insurance Folsom CA and other local Sacramento area residents can trust, give me a call.