Focus: Insurance Strategies, Retirement Strategies, Retirement Income Planning, Estate Planning, Financial Education, Business Succession Planning
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
101 Federal Street Suite 800
Boston, MA 02110