- 5407 Davis Rd, Waxhaw, NC 28173
704-579-1610 / 704-843-5419
Driven by the financial risks and hardships faced by Americans when their careers no longer can be relied on to support them, we focus on preventive financial lanning as well as maximization of Medicare benefits. We also provide, at no cost, access to preventive and, occasionally, remedial guidance for health challenges. We do our best to help you and yours find the way to healthier, happier and more productive lives.
I hold degrees in Economics (UVA) and a Masters in Finance (U. of Chicago).’ Worked several years in corporate finance on Wall St. (New York) and as a financial consultant to a bank holding company on Tryon St. (Charlotte). Involved for years in turning around companies, large office buildings, apartment communities, and shopping centers. Now, with my wife as my team mate, I raise organic fruits, herbs and vegetables while helping old friends and new friends plan healthier, happier and longer lives.
Licenses: Medicare, Life, Accident and Health, Long Term Care and Annuities, IRA, 401(k), Health Savings Accounts
National Producer Number: 8388148
Insurance States: North Carolina and South Carolina