VALIC
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What I can provide
At VALIC, we have dedicated more than 50 years to helping
Americans achieve their savings and retirement goals. When
our clients need someone to talk to about the financial
questions that can affect their lives, we are there. We have
the experience and the expertise to help our clients across an
extensive range of important issues, including:
Asset Allocation
Brokerage/Cash Management Accounts
College Planning
Disability Insurance
Estate Planning Options
Financial Planning
Fixed And Variable Annuities
Insurance Planning
Investment Planning
Life Insurance
Long-Term Care Insurance
Mutual Funds
Wealth Accumulation
Tax Planning Options
Retirement Planning -
Valic
VALIC has more than half a century of experience helping
Americans plan for and enjoy a secure retirement. We
provide real solutions for real lives by consistently offering
products and services that are innovative, simple to
understand and easy to use. We take a personal approach to
retirement plans and programs, offering customized
solutions for individual needs.
We are committed to the same unchanging standard of
one-on-one service we have delivered since our founding.
We can help you live retirement on your terms. -
Personal Information
My experience and
knowledge make me a
valuable resource. I have
been associated with the
VALIC companies since
2011. I have also been in the
financial services industry
for 4 years. I hold the
following licenses and
professional designations.
General Securities Representative - (Series 7)
Life, Health And Variable Annuity Insurance Agent
Uniform Combined State Law Exam (Series 66)
Uniform Investment Adviser Law Exam (Series 65)
Uniform Securities Agent State Law Examination -
(Series 63)
Because retirement and investment planning is a
long-term process, I offer continuing support and
personal, face-to-face service. I will meet with you at
your convenience to help you design and maintain an
investment program customized to your individual needs.
Remember, the first step to achieving your financial
objectives is to meet with an experienced financial
advisor. Your future won't wait. Let me help
you to begin taking steps today to realize your dreams for
the future.
Securities and investment advisory services are offered
by VALIC Financial Advisors, Inc., member FINRA
and an SEC-registered investment advisor.
Neither VALIC nor its financial advisors or other representatives give
legal or tax advice. Applicable laws and regulations are complex and
subject to change. Any tax statements in this material are not intended to
suggest the avoidance of U.S. federal, state or local tax penalties. For
legal or tax advice concerning your situation, consult your attorney or
professional tax advisor.
VALIC represents The Variable Annuity Life Insurance Company and
its subsidiaries VALIC Financial Advisors, Inc. and VALIC Retirement
Services Company.
Copyright© The Variable Annuity Life Insurance Company. All rights reserved.
VALIC.com
VC 21125 (04/2009) J73716
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Business Hours
- Monday 8AM-6PM
- Tuesday 8AM-6PM
- Wednesday8AM-6PM
- Thursday 8AM-6PM
- Friday 8AM-6PM
- Saturday CLOSED
- Sunday CLOSED
- Time Zone UTC-08:00 (Pacific Time Zone)
