As a fiduciary investment advisor and financial planner since 2012, I provide objective and comprehensive guidance to my clients in the areas of asset and income protection, growth and retirement planning. My clients needs are always my top priority.
My goal is to help you achieve financial peace of mind and a clear plan for the future. Whether you need assistance with life insurance, Medicare options, or other financial services and products, I can help you find the best solutions for your individual, family, or business needs.
My process begins with understanding your goals and conducting a thorough assessment of your situation. I then analyze your data and identify your strengths, weaknesses, opportunities, and threats. You will receive a customized and detailed plan that addresses your specific needs and preferences, so you can make well-informed decisions.
I am passionate about serving our community and helping local neighbors secure their financial future.
Talk with Randy
At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.