


financial Services
As a Licensed Broker in Financial Services, I am dedicated in protecting what you love the most and what you have worked so hard for. A financial analysis of your personal and/or business determines your current financial status. It is an inventory of all your debt, income, expenses, current assets which include your checking, savings and any other accounts. A financial analysis also identifies patterns, concerns and goals.
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After the financial analysis is complete, the following steps are next:
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1. Determine your strategic plan.
2. Prioritize your objectives.
3. Develop and customized a strategic plan that is suitable to your needs.
4. Execute and Manage Your Plan.
5. Review and revise your plan every six months to a year or whenever necessary.
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Business Financial Analysis​
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Personal Financial Analysis
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Annuities
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Budget Planning
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Life Insurance
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College Funding
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Retirement Planning
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Disability Income Replacement
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Business Income Replacement​
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Final Expenses
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Long Term Care
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Key Man Insurance
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Buy-Sell Agreement Funding
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Using Life Insurance as a Mortgage Protection