Office Phone: 540-438-0288
Do You Have An Incomplete Strategy For Retirement?
Are You Still Saving With Outdated Rules?
Do You Have An Incomplete Strategy For Retirement?
Office Phone: 540-438-0288
Do You Have An Incomplete Strategy For Retirement?
Do You Have An Incomplete Strategy For Retirement?
Since 2001 I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
Are you turning 65 or do you have a plan already but are still confused about your options? We will make Medicare Understandable and provide you with affordable options.
If something were to happen to you, would your family have to change their lifestyles? Would there be enough money to pay off a mortgage, educate your children or supply an income to your spouse or loved one?
Did you recently change jobs and lose your employer coverage? Find an affordable dental and vision plan today!
Receive a free health insurance quote. Click to find your afforable plan.
Have your documents notarized.
I began my insurance career in 1997 working for an independent broker in Raleigh NC. In 2001, I started my own business after having worked for a local insurance broker where I was top producer in individual sales and have been serving the state of Virginia ever since. In addition to providing insurance, I also offer year round tax services and fixed investments. I am licensed in Virginia, West Virginia, North Carolina and Florida.
It is never too early to get started on your reducing your taxes. Tell us more about your goals, and we will get you started on a plan to achieve them. Remember, taxes are mandatory, but what you pay is voluntary.
35 Southgate Court,Suite 202 Harrisonburg, Virginia 22801, United States
Office Phone: (540) 438-0288 or email: info@dhsfinancialservices.net
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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Rising taxes may be one of the largest, least understood risks savers like you could face in retirement. Understand your risk – claim your complimentary copy of The New Holistic Retirement book. DHS Financial Services
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