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Small final expense policies, mostly. My clients tend to come from families I have already helped, which is the only marketing I have ever really needed.

I coordinate care when a family is stretched thin and nobody is sure who to call next. Often the first useful thing is simply writing down what is already happening.

I spend most of my time talking people out of things. Annuities suit some situations and not others, and the difference is usually obvious once you write the numbers down.

Part D is where people quietly overpay. Bring me your actual bottles and we will find out in twenty minutes whether you are on the right plan.

Estate planning and Medicaid work for Texas families. I keep documents short enough that people actually read them, which is the entire point of having them.

Nineteen years, almost all of it within an hour of Columbus. I bring a printed side-by-side to every kitchen table because nobody should decide from memory. If your plan works, I w…

Grab bars, ramps, stair lifts, better lighting. I will also tell you which of those a house does not need, which saves people more money than anything else I do.