Your Role

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

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 25,309.99 +1.39
Dow Jones Transportation 10,578.90 +1.44
Dow Jones Utilities 685.76 +2.63
Nasdaq Composite 7,337.39 +1.77
Nasdaq 100 6,896.60 +1.99
NYSE Composite 12,884.04 +1.36
AMEX Composite 2,504.58 +0.60
PHLX Semiconductor Index 1,351.09 +2.19
OSX Oil Service Sector Index 141.21 +2.79

[ Markets | Charts | Quotes | Portfolio ]

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.