I offer personalized, hands-on service to educate my clients about financial concepts and products.My goal is to take the mystery out of investing, insurance, estate conservation, and preserving wealth for you.
You are encouraged to ask questions.Where applicable, I recommend specific services that are critical to your financial well-being.
When financial products are needed, I recommend high quality products.
Your case will range from simple to complex. If additional expertise is needed, I will make recommendations to other professionals either within or outside of my firm.
Either way, we can help you reach your goals.
Business Buy-Sell Plans
Non-Qualified Retirement Plans
Employee Benefit Plans
Life Insurance and Fixed Annuities
Managed Money Accounts*
Long Term Care Insurance
IRA's (Traditional, Rollover, ROTH)
401(k), Pension, Profit Sharing Plans
*These products are offered through Park Avenue Securities