Consultation
Its not a promotion, its just an offer. I will meet with anyone that wants to sit down with me over coffee, lunch, cell phone...[more]
Member since: Sep 30, 2008
Last activity: Mar 23, 2009
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Kirkland, Washington 98177
Categories:
InsuranceI am dedicated to the success of my clients through quality planning and thoughtful advice. I assist clients in mapping action plans designed so they may reach their financial goals. I focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs.
I help my clients and their families achieve financial independence. By providing comprehensive insurance advice, as well as, investment advice. I can help them fulfill their individual investment needs and attain their financial goals.
A few but not limited to, services:
Financial planning
Insurance & annuity planning and products[more]>
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Kirkland, Washington 98177
Its not a promotion, its just an offer. I will meet with anyone that wants to sit down with me over coffee, lunch, cell phone...[more]
I need clients ranging from affinity groups, bankers, real estate agents, mortgage brokers, leasing officers, business owners, families to realize that I do care about...[more]