Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
After serving nine years in the U.S. Army, I found out through personal experience why a career in financial planning was right for me. While attending college, I had a conversation with my mother regarding personal finances. I found out that she had made many of the common mistakes in preparing for retirement. At that point in her life, it was causing so much distress that she was losing sleep at night. I helped her come up with a debt repayment program, a saving program, and created a track for her to be able to retire. After six months, she said the one thing that made me know what was right for me. She said,"Cory, for the first time in years, I can finally rest peacfully at night knowing that everything will eventually be ok. I just wish I had spoken to someone like you earlier." That was my awakinging moment; I can take my passion for finance, the financial markets, and helping others to help ensure that my clients never have to have the feeling of hopelessness.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies