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!

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SMS Financial and Insurance Services

P.O. Box 1266
Shady Cove, OR 97539
408-391-0782
[email protected]

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