232 Trowbridge St.
Allegan, MI 49010
Since 2001, I have been assisting business owners, individuals and families throughout Michigan with various Financial and Insurance needs. I specialize in Retirement Income Planning and Safe Money Growth – teaching clients ways to grow money without risking loss and get more Guaranteed Lifetime Income in their future. I help clients with debt elimination - teaching them how to take back control of their finances and their lives using Your Family Bank® and the 7 Steps of Money Management. I help Seniors navigate through Medicare, Social Security Planning and the "what if's" associated with Long Term Care to find the best options that meet their needs and budget.