About Strategy Retirement & Risk Management
After 8 years in financial services, I established Strategy Retirement & Risk Management at the end of 2014. My business model is simple; create an independent environment that provides clients with effective & objective solutions. I believe that whatever is best for my client, is best for me and my business.
For Businesses, I specialize in:
– Retirement Plans
– Employee Benefits
For Individuals, I specialize in:
– Retirement Income Solutions
– Long Term Care Insurance
– Life Insurance
– Disability Insurance
As a former Group Benefits Rep, New York Life Financial Rep, & Advisor at Cambridge Financial Group; my background gives me a well rounded knowledge base. One that is uniquely suited to assist business owners in securing a strong financial future for both them and their employees.
As an independent Advisor, I shop the market for my client and provide the best possible solution. I have no production requirements with vendors or anything else that would steer my recommendations away from the best possible solution for my client.
I also believe in total transparency when it comes to Fees & Commissions.
For Corporate Retirement Plans, I always disclose my Fees and take the same Fee from whichever options I present.
For Insurance I have no problem disclosing my commissions, or what difference in commissions there might be between the products I present. There is almost always a higher paying option than what I recommend… but my philosophy is that what is best for my client, is best for me.