Wir klären am Telefon Ihre Fragen.

Wann und wo Sie wollen

Nichts ersetzt das persönliche Gespräch mit Ihnen. 

Please feel free to schedule an appointment time that best suits for needs.

In einem ca. 1-stündigen Gespräch, online oder auch offline möglich, möchte ich gerne zeigen was meine Arbeitsweise besonders macht. Wir klären deine offenen Fragen und du lernst den Aufbau einer Finazplanung näher kennen. Das ganze ist für dich kostenlos und unverbindlich.

Du bist dir nicht sicher, ob deine aktuellen Verträge noch zu deiner Situation passen oder ob du generell richtig abgesichert bist? Gern prüfe ich deine aktuellen Verträge, erstelle dir eine Übersicht und bespreche mit dir ob die Leistungen noch zu dir passen.

We handle all of your monthly, weekly or daily bookkeeping needs including invoices and statements, cash receipts and disbursements.

Phone consultation to establish relationship and to discuss clients goals, services needed, and future plans.

Please select this option if you would like to include Aflac Policies in your enrollment. You may also include Short Term Disability, and Term to Age 100 Life Insurance (not affiliated with Aflac) during the webinar.

Please select this option if you DO NOT wish to include Aflac Policies in your enrollment. The application for Short Term is completed over the phone and does not require a webinar. Term to Age 100 Life Insurance is also available with this option. *Please note that Amalgamated Short Term Disability and 5 Start Term to Age 100 Life are not affiliated with Aflac.

Do you need life insurance? Do you need a review of your current policy? I can help!

Request here for information on Annuities

We have multiple carriers that provide coverage for children. Do you need coverage for your children or grandchildren?

Our 1:1 30 minute discovery call gives us an opportunity to learn more about our clients and their business needs. Whether your in the market for consulting, marketing , or finance our team is ready to help address all your concerns.