Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
It’s important to:

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.
  • Educate your financial professional. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

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Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,811.76 -0.30
Dow Jones Transportation 10,852.75 +1.17
Dow Jones Utilities 685.62 +0.73
Nasdaq Composite 7,424.43 -0.02
Nasdaq 100 6,949.70 -0.06
NYSE Composite 12,696.69 -0.37
AMEX Composite 2,697.39 -0.43
PHLX Semiconductor Index 1,378.72 +0.35
OSX Oil Service Sector Index 163.04 -1.60

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