1563 Postal Road 3B
I focus on helping individuals, families & small businesses develop affordable & sound insurance, investment & retirement strategies. If you are new in the work force, retired – or somewhere in between – please take the time to explore our website and the wealth of information we offer. I offer personalized, hands-on service. I educate our clients about financial concepts and products, and take the mystery out of investing, insurance, and preserving wealth.
I understand the many challenges of insurance & retirement planning and know the biggest concern for many approaching retirement is outliving their money. I focus on money management, helping to reduce debt, helping to increase tax efficient investing, as well as other issues that are critical to your current & longer term financial well being.
Through our independent insurance agency & broker dealer channels, MFS has access to a wide range of companies and a plethora of products. Together, we will figure out appropriate strategies to address your short & long range goals and determine what company and product may best help to meet those needs.
Brokerage Accounts (Stocks & Bonds)
College Plans (529)
Money Purchasing Plans
Profit Sharing Plans
Cash Balance Plans
Home, Auto, Umbrella
Disability Income Insurance
firstname.lastname@example.org | (301) 837-9402