RIA-Registered Investment Advisor Representative & Insurance Specialist. Since 1984 I have focused on assisting my clients with the design and implementation of Tax Efficient Investment & Wealth Accumulation Strategies. Additionally, I have significant experience with risk management products such as Life Insurance (all products), Disability Income and Long-Term Care planning and policy design. Fiercely Independent and Carrier Agnostic!
Senior Services
Eagle Point Senior Center
The Eagle Point Senior Center has a mission to support, nurture, enrich and improve the quality of the lives of members of the community; by providing food, social activities, education, meals, haven, community engagement, and the collective wherewithal to address current and future needs; through conscientious physical stewardship of a community senior facility, fiscal responsibility, and partnering.
The Center began with the planning stage in July 1978 at a meeting in the Loaves and Fishes Annex of the Community Bible Church on Shasta Avenue. In 1978 seventy members started the group. The first year $2,000 was raised.
There were many yard sales, potlucks, and raffles. Enough money was gathered in the first few years to enable the group to purchase the property on Loto Street for approximately $9,000.00.
In May 1983, the Board met to review construction plans that were presented at an estimated cost of $113,748.
The center was completed in March 1986. The current Thrift Store was originally known as the Rainbow Room and sold handcrafted items.
The Center was expanded in 2006. Volunteers from the Lions Club did most of the work. Much of the cost was covered by a $10,000.00 donation from the new Wal-Mart Store in Eagle Point.
Lakeland Senior Living
A senior living community offering both assisted and independent living. We are one big Lakeland family.
Shreeve Insurance
Focusing on Medicare health planning, asset protection, legacy planning, and voluntary benefits.