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:

 




  • 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.



     
  • 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.












  •  
  •  
  •  
  •  
  •  



 

Calculators

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,628.90 -2.37%
NYSE Composite 12,416.45 -2.14%
AMEX Composite 2,364.95 -1.65%
PHLX Semiconductor Index 1,446.38 -4.36%
OSX Oil Service Sector Index 60.37 -5.31%

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.