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Fees and Services
Transparency is a foundational principal at AMA and below you will find our fees and services
Our Services
1
Independent Insurance Agency
As an independent insurance agency, I specialize in providing personalized coverage for auto, home, and umbrella insurance. Unlike a single-carrier agent, I work with multiple trusted insurance providers to find the best policies tailored to your needs and budget.
By shopping across a wide range of carriers on your behalf, I ensure you receive competitive rates and comprehensive coverage, giving you peace of mind and the confidence that you’re well-protected.
2
Life Insurance and Annuities
I offer customized life insurance solutions designed to meet your unique financial goals. Whether you're looking to provide financial security for your loved ones, supplement your retirement income, or preserve your legacy, I can help you navigate the options available.
By partnering with multiple top-rated carriers, I shop on your behalf to find policies and annuities that align with your needs, ensuring competitive rates and tailored solutions.
3
Hourly Fee Financial Planning
As a Certified Financial Planner™ professional and fiduciary, I provide financial planning services on an hourly, fee-only basis. This approach ensures you receive transparent, objective advice tailored to your specific needs, free from conflicts of interest or pressure to purchase products.
At a rate of $250 per hour, I offer expert guidance on a wide range of financial topics, including retirement planning, investment advice, budgeting, tax-efficient strategies, and insurance planning. As a fiduciary, I am legally and ethically committed to prioritizing your best interests, empowering you to make informed decisions with confidence.