Broker Check

Products & Services

At our firm, we provide assistance in the following areas:

INVESTMENTS

  • Fixed and Indexed Annuities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Solo 401(k)
  • 403(b) Plans
  • 457 Plans
  • Fixed & Indexed Annuities*

INSURANCE

  • Life Insurance
  • Health Insurance
  • Disability Income
  • Long-Term Care
  • Medicare Supplements
  • Medicare Advantage Plans
  • Medicare Part D Plans
  • Legal Protection
  • Identity Theft Protection

FINANCIAL SERVICES**

  • Federal Employee Benefit  Analysis
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • IRAs 
  • 401 (k) Planning
  • 403 (b) Planning

*Annuities contain limitations, restrictions, and other terms and conditions for keeping them in force. Variable annuities are sold by prospectuses, which contain more complete information including investment objectives, strategies, fees, surrender charges and other costs that may apply. Withdrawals from annuities may reduce benefits and, if taken prior to age 59 ½, may be subject to a 10% federal tax penalty. Consult with a qualified financial professional to determine whether a specific annuity is right for you in your particular circumstances.

** At Customer First, we do not provide legal, tax, or accounting advice. We will work with your own, or can refer you to, professional advisors and encourage you to consult with them regarding all personal finance issues.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.