Our Services

I offer my clients a 'different approach to retirement,' using a variety of insurance and financial strategies to help you achieve your goals and meet your needs. I customize a plan for every one of my clients.

Annuities

Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. I work with the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.

Portfolio Management

As an Investment Advisor Representative with Brookstone Capital Management, I can provide customized solutions to help investors build long-term, risk-managed portfolios tailored to meet their unique financial goals.

Life Insurance

Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. I work with a variety of highly-rated insurers offering a range of life insurance products that includes Fixed Indexed Universal Life, Term Life, Universal Life, Long Term Care coverage, and more.

Social Security Analysis

Social Security is an important aspect of most people's retirement income picture, but if you don't have a claiming strategy, you could miss out on tens of thousands or more in lifetime benefits. As part of your retirement income plan, I run a complete Social Security Analysis using our powerful software to help you figure out the best time to claim in order to receive the highest possible benefit.

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Tarkenton Financial, LLC are independent of each other.

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