I have 30 years experience as a Financial Advisor focused on Retirement, Estate Planning, Business Continuation, Key Person and Long-Term Care.
Preparing for the next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you achieve your financial goals for Retirement and Estate strategies as well as your insurance needs. I develop long term working relationships with clients providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide strategies and guidance to help you maximize your benefits and flexibility.
I am uniquely effective and sensitive to helping provide the means for my clients to maintain their Independence and Dignity when a change in their Health occurs due to the natural aging process.
Along with a team of professionals, I offer guidance to my Clients to help them reach their financial goals. I provide a financial needs analysis through a network of EXPERIENCED professionals with expertise in:
Estate Planning Strategies and Preservation
Business Owners Planning and Continuation Strategies
Employee Benefit and Retention Services
I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.