I help people protect the ones they love through a variety of financial products and solutions to meet their needs.
Indianapolis, Indiana
Joined May 2008
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Are you guilty of letting your buy-sell agreement go stale? Let's set up a time to review it together and see how we can help maximize your business value.
For many women, it's more important than ever to be fully engaged and hands-on with finances. Let's talk about how I can help you move toward your goals with confidence.
Many business owners fail to consult with independent valuation firms to determine the fair market value of their business, relying instead on book value.
A proper valuation can be costly...or I can get it done for you for free.
When women are financially secure, families thrive. When families thrive, societies thrive. bit.ly/4cGWi8g
Whole life insurance can give your child or grandchild a financial head start and provide a range of benefits for years to come.
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Check out this Wealth Transfer Roadmap to get step-by-step guidance on how to smoothly and effectively preserve your legacy and pass on wealth to loved ones.
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Family matters most, so when it comes to building wealth, it's equally important to secure it for their future. Let's make a plan that helps you protect and prosper.
Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don't have to be. Reach out to learn more about the benefits these tools can offer both during your lifetime and beyond.
Permanent life insurance not only provides a death benefit, but can grow cash over time, building an asset you can access for any reason without penalties, fees or taxes.
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Want to find out what your life insurance options are? Fill out this form. ✍️disabilityquotes.com/nealtaf…
A solid financial future is in reach. Work with me to customize a plan that'll help achieve your goals, prep for retirement, and handle life's unexpected turns.
When it comes to estate planning, LGBTQIA+ parents may need additional documents for a smooth transfer of assets. Talk with me, and I can help you assess your situation.
Life insurance pays a death benefit for sure, but it can do a lot of other things, too. So let's figure out what you're trying to accomplish before you call that guy you heard on AM radio offering you the cheapest term.
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Fill out this pre-application questionnaire so we can find out what underwriting thinks of you. disabilityquotes.com/nealtaf…
I wince when I hear, "I'm all set, I have benefits through work."
Don't get me wrong, I love group benefits. They can be a significant piece of your family's protection and savings plan.
But there are two things to consider.... 1/2
When a spouse or partner dies, the pain of the loss can be compounded by anxiety about where money is going to come from to cover this, and this and that. Having an appropriate level of life insurance is a form of harm reduction.
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Let's get your application started today. ✍️disabilityquotes.com/nealtaf…
