Focus: Insurance Strategies, Business Owners, Retirement Strategies, Financial Education, Risk Management Strategies, College Funding Strategies, Retirement Income Planning, Business Succession Planning
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
In addition, I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
University of New Hampshire
101 Federal Street Suite 800
Boston, MA 02110