Bookmark and Share

Your Role in Creating a Financial Blueprint

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
It’s important to:

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.
  • Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

Calculators

More Calculators »

Newsletters

More Newsletters »
Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,173.96 +1.34%
Dow Jones Transportation 11,270.00 +1.37%
Dow Jones Utilities 808.13 +1.53%
Nasdaq 100 11,151.13 +2.34%
NYSE Composite 12,485.38 +0.97%
OSX Oil Service Sector Index 34.49 -0.62%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.