As a financial advisor, I believe I have a duty to ensure my clients have a clear and appropriate plan for the future; a plan that provides peace of mind. Fulfilling that duty requires helping with health and life insurance, clarifying Medicare options, evaluating retirement planning tools, assisting with tax minimization strategies, and performing legal services necessary to ensure clients’ estate and end of life wishes are handled as desired.
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.
I look forward to the opportunity to assist you preparing for the future.
Talk with W. Earl
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.