Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Special Care, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, Charitable Giving, Military, Financial Education
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Preparing for that next step in life isn't always easy. My combination of experience, knowledge and access to a wide variety of financial products and services can help you meet your financial goals, estate strategies and insurance needs. We specialize in holistic advice and comprehensive financial planning. Whether your goals include preparing for milestone life events like retirement, college planning or starting a business, or, simply looking for life, disability income, long term care or asset protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
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