Beverly & I both have life experiences and service minded personalities that drive our desire for this business. My experience of greed against my family member and Bev’s generational experience of being underserved is the why or the fuel. Bev being such a nurturer and my military background lend to our service nature and our desire to be a guide. Our goal is to make the complicated easy to understand so you can create your own retirement Destiny.

Clear on goals, open to guidance, coachable, sincere to take action and allow me to be their CIO.

Age: 55-70, $500k investable

• Step 1 we learn about you and your goals both personal and financial

• Step 2 we engineer your Retirement Destination Plan

• Step 3 we execute and monitor to meet changes and challenges

We are a family first business so family is the basis for all decisions. We are here to make the complicated easy to understand to help our clients live stress free and to help them enjoy their retirement Destination. We work best with clients that are coachable, sincere and willing to take action. We believe in having a win win relationship so we are compensated by the financial products we recommend.

Destiny Insurance Agency is a family that provides services to the community to deliver solutions for financial needs with an ethical, fiduciary standard that always places the clients best interests first in all recommendations.