Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Financial Education, Risk Management Strategies
- 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 meet your financial goals, estate strategies and insurance needs.
- Wheter 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 or attention, insight and capability.
- Knowlege is the key to a successful financial future.
- My background, experience and commitment to providing you with the resources you need to make financial decisions can help make you financial future as sucessful as you need it to be.
- 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.
- I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in : advbisory services, retirment planning, estate strategies, employee benefit and retention service, business continuation strategies, and trust services.
- I provide an analysis of your current financial situation and help you: intentify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, indetify gaps, if present, and offer solutions to help fill them.
- I help people protect the ones they love through a variety of financial products and solutions to meet their needs.
- I offer a broad portfolio of individual insurance protection, asset accumulation stratedgies, and financial products and service for hign net worth families.
- I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in :
. Advisory services retirement ananlysis and programs
. Estate strategies
. Employee benefit and retrention services
. Business continuation strategies
12. I am committed to building long-term relationships with my clinets and helping them reach their goals is my number one priority. Drawing on my knowlege, experience, and word class tools, I help build financial freedom for my clients.
West Chester University 1990-1995 BS. Economics
Golf, Volleyball, spending time with kids
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16 Campus Boulevard Suite 200
Newtown Square, PA 19073-3229