RISKS(c) 2023

The old adage, “No risks, no gain” says it all. The late Dr. Michael DeBakey once talked about vascular surgery. He explained in an interview that vascular surgery and heart surgery simply does not come without risks


You know, we miss out on so many opportunities and new ideas by not turning to people who can help us. So, I believe one of the greatest things you can do is to simply say, ‘I need your help please.

The Purpose of A Plan(c) 2023

I had this lady referred to me a number of years ago.  When we sat down in the conference room she pulled out of a box multiple contracts she had purchased over the years:  annuities, life insurance policies and different brokerage statements for her mutual fund and stock accounts.