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Individuals, families, self-employed and small business owners who want to protect their families and financial assets in the event of injury, illness or death.
My ideal client is one who prefers to meet in-person and review personal and financial goals, and is open to exploring options that can be used to reach those both short and long-term goals. I like getting to know a lot about my clients so that when I see something that would interest them, whether it is of personal interest or related to their stated goals, I can send it to them.