Chris’s career in financial services began over 20 years ago as a financial adviser. Focusing on helping small business owners and families to establish and implement retirement saving-distribution, wealth transfer, and asset protection strategies where he won industry and company awards for production and client satisfaction.
Currently, his practice focuses on small business and families. Helping them with Small Group Health, Medicare, Life, Disability, Annuities, Long Term Care Insurance, Property & Casualty & Business insurance.
Our office is open on an as-needed basis. Please get in touch. We would be happy to schedule an appointment to meet with you!
Ask Me About
I spend most of my time helping people with Medicare so I’m well-versed in navigating it’s ins and outs. I can guide you through the process so that you have the coverage that you need.
If you’re retiring, you may not be able to rely on normal investing to provide an income once you’re no longer working. There are multiple ways we can work together to maintain financial stability during your retirement years.
Life can be unexpected, and can also end just as unexpectedly. Having a protection plan in place can ensure that your family isn’t burdened with anything other than the grief of losing you.
If you had a machine in your garage that was printing $20 every hour for you (legally), would you insure it in case it broke down? Your job income works the same way. If you become disabled, injured, or sick, I can make sure your income is protected so your expenses can still be paid in the event of an accident.
People usually don’t think about needing Long-Term Care Insurance until it is too late. Medicare does not cover Long-Term Care, and state help will only cover it after you’ve spent down your assets. Having a policy in place protects your assets and helps to pay for Long-Term Care if the need ever arises.
LegalShield is a fantastic service that is essentially like having legal insurance. It gives you access to a lawyer whenever you need for the cost of your monthly premium. You also have the option to have their competitive identity theft protection service, IDShield, to monitor, protect, and restore your identity if it is ever stolen.
Whether you need a filling or just a routine eye exam, I can help you find Dental and Vision coverage best suited to your needs!
If you run the risk for a heart attack or stroke, or you want peace of mind for your hospital coverage, I can help you with a variety of ancillary insurance:
- Heart Attack and Stroke
- Hospital Indemnity
I don’t just help with Life and Health Insurance products. I also can help you with Car Insurance, Renter’s Insurance, and other Property & Casualty Insurances. Whatever you need, I’ve got you covered!