Provide services that help individuals, families and business owners to be prepared for present and future financial concerns so that they could sleep at night. Many people are not aware of some of the future financial concerns that may impact them until it is too late. I am a Registered Investment Advisor. However, I provide analysis and advice for life insurance, disability, long term care, annuities, estate planning, along with several other financial areas. In addition, I am a Certified Retirement Income Professional. Developing a trusting relationship with my clients is my top priority. Working with business owners to identify any potential areas that may put the business or themselves at risk is another very important part of my business. Along with other local professionals, such as attorneys and accountants, my clients receive thorough financial planning services. I look forward to being part of this great organization!
Membership Level: Small Business Membership (5 and Under Employees)
Categories: Financial Services
Chamber Contact: Donna Brower RICP