I work to give my clients peace of mind and a clear plan for the future. That includes helping with health and life insurance, clarifying Medicare options and evaluating retirement planning tools. I help individuals, families and businesses with a wide range of goals and budgets because everyone deserves to feel financially secure.
My process starts with discovering your goals and thoroughly assessing your situation. We can review your existing insurance coverage or start from scratch with any questions you have. You will have everything you need to make well-informed decisions.
As an independent advisor with Futurity First, I provide truly objective guidance. Rather than just offer a few solutions, I can access FFIG’s massive portfolio including many of the top names in the industry. You will get a customized plan tailored to your specific needs.
With over 25 years of experience providing Life and Health plans to the market with an emphasis on retirement planning, I could say I have encountered every situation… but no, every situation is different. Allow me to help you with one-on-one service.
I enjoy being an active part of our community helping local neighbors secure their future. To help you better understand the complexities of Medicare, I authored Medicare in Plain Language, available on Amazon.
Talk with Steve
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.