Welcome And Thanks For Visiting!
You have just taken the first step towards your financial future. I look forward to the opportunity of providing you many years of service as I customize your plan and investment solutions. I serve a wide range of clients, with a focus on professionals, retirees and individuals experiencing a sudden change in their finances (i.e. widows, divorce, inheritance). MY SERVICES • Retirement income planning • Wealth management • Investment strategies after divorce or spouse's death • College planning • Retirement income planning • Charitable & legacy planning MY PRODUCTS • Annuities • Disability Insurance • Investments (Mutual Funds, Managed Accounts, IRAs, 529s) • Life Insurance • Long Term Care Planning