Insurance and Investing in short. I help people plan for College and Retirement. I can help with Health, Dental, Vision, Life, and Disability Insurance. On the investment side, we can do savings-like accounts all the way up through corporate retirement plans. We specialize in helping families with multiple kids and business owners, as these two groups usually have unique challenges. On top of all that, I am very well connected and can usually help my clients find the services that they need outside what I personally take care of for them.