Meet Raphael
Focus areas
Business Owners, Military, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, Financial Education, Financial Planning, Risk Management Strategies, Estate Planning
Languages
English
Professional Story
My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
· Retirement income solutions
· Estate strategies
· Employee benefit and retention services
· Implement your strategy with products and services that help meet your needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Preparing for the next step in life isn’t always easy and I am dedicated to making a difference.
From a young age, I expressed interest in financial economic trends. As such, I gained financial industry experience, and I joined the financial industry. In this role, I emphasize “doing right by others” as I help my clients plan for their future and avoid common financial setbacks.
**Make Your Future Self Love You**
Education
Bethany College
Hobbies
Sightseeing, Travel, Sports, and the Beach
Affiliations & Memberships
Association Of Financial Educators
Community Involvement
Urban Ministry and Forsyth Humane Society
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual Carolinas
Charlotte, NC 28209
