PFSI specializes in providing Professionals one agency's expertise in Business Insurance, Employee Benefits, Personal Insurance, and Financial Planning. Although many of these areas of risk and benefits could be provided separately, many overlap each other, making it very important that the Professional work with a specialist that could assist in the evaluation of each area of risk. PFSI currently works with over 1500 Colorado Dentists, Physicians, Attorneys, and other Self Employed Professionals. PFSI is licensed and has clients in over 20 states. DIS specializes in providing the Professional a very detailed multi-carrier survey of Individual Disability, Group Disability, Long Term Care and Term Life benefits. From 1988 to 2001, DIS marketed the Disability and Term Life programs for the Colorado and Texas Dental Associations. PFSI took over the management of DIS in 2001. Principle of PFSI, Graduate of CU Boulder BS Finance, Certified Financial Planner Memberships - Professional Independent Insurance Agents of Colorado ( PIIAC ), National Association of Health Underwriters ( NAHU ) ( FRAHU ) Professional Liability and Malpractice - Attorneys, Dentists, Chiropractors, Physicians, etc.
As a Personal Financial Representative in Longmont, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
Ive gotten to know many local families as an Allstate agent in Longmont. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs.Im committed to helping Longmont residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, Im available to answer your questions. If youre already a customer, Im ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Longmont today.
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