Broker Check

36 - 50: Pacing

Mellowed out, living life more responsibly

Your life has settled down. You have more responsibilities. You know what to expect each day. Your goals are set and you're working towards meeting them.

Own a home, married, have children...? We make it easy for you.

  • Combine your plans under one company and make everything convenient.
  • All you and your family need to know is one number, one email address, one name, one website.
  • Whether it's your IRA/retirement plan/education plan/rollover/investments/financial plan/budget or your home/auto/life/disability/business/boat/church/rental property insurance, you have one point of contact. Call us, 301-262-2600. Simple huh?

You have a lot going on. Make this part simple. Keep your plans with a trusted and experienced leader who operates with the utmost in integrity.

Big Discounts for teen drivers! I know you dread adding your teenage driver (or early 20s!) to your auto policy.

  • We offer multiple discounts to reduce your teenager's premiums!
  • We offer a special safe driving course for your young driver(s). In addition to providing a discount, the course may save their lives.
  • Parents can qualify their children for lower rates.
  • Young drivers can own their own policy.

Concerned about retirement savings or education savings? We make it very easy for you.

  • With a financial review, we can discuss your options.
  • Be proactive. Plan for today's situations and for what lies ahead.
  • We offer basic financial consultations or comprehensive financial plans. It's your choice.
  • We have the products and services to help you meet your needs.

Do you have a retirement plan(s) sitting at an old job? We can handle the rollover for you.

  • Move the plan(s) to us so you know where it is at all times.
  • One number, one name, one email address to handle it all!
  • Just another way to make things simple. Make your life easier.

Do you have a Roth IRA? Let's talk about it.

  • It is a great plan for most people.
  • Start early. More time saving means more time to grow your money.
  • "Plan" to retire in comfort. Save now. You'll be glad you did.
  • Ask me how to start one for your child so it may grow to $1 million by age 65!

Are you on goal to have adequate retirement savings? It's easy to figure this out. Come in. Let's talk about it.

  • I'll review your current status to see where you are.
  • We'll compare it with where you want to be in the future.
  • We'll discuss your options so you can plan to reach your retirement goal.
  • People don't plan to fail but fail to plan. Each yields the same result.

Do you have adequate Life insurance? Will your family be able to maintain their standard of living if you're not around?

  • Each person and each family's needs are different.
  • Here are some major categories to include in your life insurance portfolio - home mortgage payoff, income replacement (your salary for how many years), education funds for child(ren), car note, mortgages on other property(ies), final expenses, credit cards, student loans...
  • We'll meet and you'll tell me how much protection you need based on an accurate analysis. Then, we'll look at what fits in your budget. It's easy and painless. Don’t let someone talk you into some arbitrary coverage amount or an expensive or inappropriate policy that is not in your best interest. Meet with a seasoned and independent professional (Ernest Burley, Jr.) to help steer you in the right direction.
  • There's a plan for everyone. Let’s choose the right one for you.

Do you have any money at the end of the month? We'll sit with you and help you develop a budget.

  • You'll receive a cash flow analysis.
  • Make your money work for you (and your family).

  • Reduce your stress. Let me show you how.