I don't want to waste your time. Let's reserve yours.
You're the hero of your family's story, and your time is valuable. That's why I use appointments so you never have to wait on hold or wonder when I'll call back. Pick a time that works for you, and I'll be ready.
I'm your guide."
Quick Phone Consultation
Perfect for straightforward questions or if you already have quotes and just need guidance.
- No video required, call from anywhere
- Quick answers to specific questions
- Review existing quotes together
- Get my honest recommendation
In-Depth Video Conference
Best for comprehensive planning, comparing multiple options, or when you want to see me screen-share quotes side-by-side.
- Full needs analysis & planning
- Screen-sharing for quote comparisons
- Walk through coverage options together
- Answer all your questions thoroughly
"I remember what it was like to have important questions about my family's future and not know who to trust. That's why I built my practice around honest conversations, not sales pitches."
— Lenny Burton, CLU®Here's exactly what will happen:
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1
Pick Your Time
Choose a phone call or video conference slot that fits your schedule. You'll get an instant confirmation email.
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2
I Prepare For Our Call
Before we meet, I'll review any information you've shared and prepare relevant quotes and options.
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3
We Talk Through Your Situation
I'll ask questions to understand your family's needs, answer your questions honestly, and show you what's available.
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4
You Decide — Zero Pressure
If coverage makes sense, great — we'll move forward. If not, that's fine too. No hard sell. No guilt trips.