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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.

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  • What Medicare Won’t Cover

    See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

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Market Watch

July 15, 2020 @ 12:42 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.2%  
Dow Jones Transportation ETF +1.2%  
Dow Jones Utilities ETF +0.2%  
Nasdaq Composite ETF -0.0%  
Nasdaq 100 ETF -0.2%  
S&P 500 ETF +0.2%  
S&P 100 ETF +0.0%  
S&P Mid-Cap 400 ETF +0.6%  
OSX Oil Service Sector Index ETF +2.3%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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