About My Practice
Our vision for starting Assurance Financial Partners, LLC was to bring the best of the equities world and the best of the insurance world together. The financial industry is very polarized. The stock brokers are trying to solve most of the clients problems with stocks and bonds and the insurance only agents are trying to solve everything with life insurance and annuities. We believe that it takes a combination of the inflation protection of the market and the principle protection and safety of insurance solutions. As an independent firm, we can pick and choose the very best solutions to use in implementing our client's plan. It all begins with a thorough discovery period where we learn the client's goals and objectives and what they have accumulated to start accomplishing those goals and objectives. Then, we design a plan that fits that specific client and their stage of life. Once we communicate that plan and the recommendations to implement the plan, it's up to the client to make decisions. Upon engaging us to move forward, we will oversee the implementation of that plan. Finally, the plan will continue to be monitored at regular intervals and adjusted as needed.
I have been in the financial services industry since April of 1997.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: The fairest arrangement for the client. You see no asset or income minimum only because if someone is likable and coachable, we will help them.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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