I started doing yoga before it became a thing. Also, practicing
meditation and mindfulness.

So, I am, in fact, a yogi.

I’ve also been in financial services since flip phones were
cool. And, like cell phones, and other technology, I have seen some changes in
the insurance industry. Some good and some not so good.

You have access to more information and options than you did 20 years ago.
You also have more access to DYI insurance and investment services.

One thing that has not changed is that people usually need
help understanding their options and feel more secure in their decisions when a
professional, like me, helps them through it.

It’s like doing yoga. You can look at pictures and videos of asanas (poses).

A live teacher can help you correct your positions, and your
breathing to get the full benefit.

Just as yoga and meditation can help with life’s stress’s, positioning

some of your money in principal-protected savings enhances
your financial peace of mind.

When you have enoughand right kind of insurance to take care of the what if’s
life throws at you, you and your loved ones can feel more secure.