Growing up, I always had a passion for serving others, and I knew that I would never be satisfied unless I could build a career that was centered around that passion.
After spending years at a large financial institution, a Life Insurance Company, and an Investment Advisory Firm, I found my passion and calling in life.
Seeing the financial services industry through the lens of multiple financial advisors and insurance agents, I learned this valuable lesson: Integrity and Trust are the best return on investment in the market.
The SECOND most important aspect is to be completely unbiased and independent in financial recommendations even if that means the consumer needs something I can't offer.
After learning about independent insurance agencies, I decided to branch out on my own so that I could offer the best products and services to the people I care about most, without being pressured to offer just one company or product while knowing there are better options on the market.
Being able to see the financial services industry from so many different angles has been such a blessing and has led me to where I am today, focusing on Medicare planning for individuals at that stage in life.
You see, Medicare is one of those things that isn’t talked about, let alone THOUGHT about, until it’s needed or maybe even too late…
Medicare can be extremely complicated.
And without proper guidance, many individuals either end up in the wrong plan, or wind up in expensive situations that could have been avoided.
Achieving your retirement dreams is more than just making the right investment decisions, it’s about making the right Medicare decisions as well.
My goal is to treat each client like I do my parents, and I NEVER recommend a plan or a solution that I wouldn’t offer to my own family.
When you’re ready to talk, feel free to reach out to me at advisors@seventwoinsurance.com or call 910-690-6671
Other services offered include Life Insurance, Annuities, and More
