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Hello, I am Reggie.

I've sold annuities and insurance for more than a decade. But now more than ever, I’m inspired to make a difference in the lives of those in the service of caring for others. I want to serve you and help you to prepare for the worst – but plan for the best during your retirement years. I want you to experience building your own lifeboats funded by your hard-earned savings that can help power your dreams and also be legacies to your families and charities. Health Practitioners, especially all Nurses, PAs, Lab Technicians, Scientists, and Teachers, work long, exhaustive hours caring for life-impacting outcomes for others. Yet, you seem to have the least amount of time to plan for your retirement. My mission is to help you in any way I can. I will start by having a deep discussion of your retirement goals. Based on your needs, I will offer educational resources for you to understand various retirement financial options. It can be a lot simpler than you think.

I’ll be your fiduciary representative looking out for the safest, most suitable, and most affordable coverages, all at no cost to you. If in the past you abandoned a 403b or 401k savings plan, I can also assist with simple rollovers to another qualified retirement plan.

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