Mission

My mission is to work with you to identify your goals, understand your needs, and offer insurance and financial products that can help you achieve peace of mind. In order to do this, I keep up with current insurance and financial product trends and offer outstanding service. I will always put your needs first and act with integrity and humanity  to earn your trust as I help you achieve their financial goals.

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Core  Values

  1. We build our client’s financial house with the same care that we would build our own.  We do this by always putting our client needs above our own.
     

  2. We strive to provide current, timely, and accurate information through continual education as demonstrated by our qualifications as a Chartered Financial Consultant (ChFC®), with a designation of Life and Annuity Financial Professional (LACP) member of National Association of Financial Advisors (NAIFA) Member of Lower Fairfield County Estate Planning Council, Member of the Million Dollar Round Table (MDRT), member of the Nautilus Group.
     

  3. Confidentiality is important. We consider it a privilege to closely guard your personal information and hold your family’s hopes, dreams, and desires close to our hearts.
     

  4. There is so much financial information out there that it can be so overwhelming. We try to educate you, so you feel empowered to make the best decisions for your family.
     

  5. We serve our clients with integrity and honesty while adhering to the highest ethical principles. This reflects positively on ourselves, our agency, and our industry.
     

  6. While your goals and dreams will change, ours remains the same. Our goal is to give our clients the best possible advice that will give them piece of mind, dignity, and comfort in the future.
     

  7. The rules and regulations of our industry are only the base line. It’s our heartfelt moral commitment to being better that sets us apart. Our foundation is doing the right thing always.