Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education, Military
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. Additionally, I provide total financial need analysis through a network of experienced professionals with Detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation statrategies, and trust services.
Salve Regina University B.S Finance (2011-2015)
Salve Regina University M.S Homeland Security & Intelligence (2015-2017)
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101 Federal Street Suite 800
Boston, MA 02110