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

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,462.08 -0.51%
Dow Jones Transportation 10,845.62 -2.28%
Dow Jones Utilities 780.38 +0.45%
Nasdaq 100 7,816.92 +0.42%
NYSE Composite 12,912.96 -0.30%
AMEX Composite 2,591.80 -0.41%
PHLX Semiconductor Index 1,560.32 -1.81%
OSX Oil Service Sector Index 96.55 -2.24%

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