“Tim has been our insurance person and financial advisor for about 10 years. He is friendly, trustworthy, and very aware of our needs. He checks with us at least once a year to update us on changes we may need to make to improve our rates! He is always available when we call or returns our call within a few days. We have recommended him to several of our friends and they are equally satisfied and thank us for the referral.”
Recent Posts
- Tax Filing Relief and Retirement Account Withdrawal Options for Hurricane Victims
- Why Retirement Gets Better With Annuities
- Final Regulations Allow Separate Accounting for Trusts
- Weekly Market Commentary
- New bipartisan survey reveals a supermajority of seniors oppose reducing funding to Medicare Advantage — and will factor that into their vote in November