As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet these goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

l currently operate a financial practice focusing on Retirement Planning, Business and Personal Estate Planning and distribution of assets as well as exit strategies for business owners and closely held corporations. My practice reaches out these individuals and recommends financial products that will help with estate tax issues and cover buy-sell funding with business owners. I work with the Advanced Planning Group a service of New York Life, comprised of attorneys and CPA's and tax attorneys that offer client analysis and recommendations that will achieve the client’s goals and objectives in a timely manner, all for the best interest of the client. As a financial professional, My passion is to help clients accumulate wealth and meaning by linking their personal goals with their financial objectives. The financial products I offer help clients achieve their dreams and protect their family wealth and inheritance by providing a stream of income that they cannot outlive and offering long term care solutions for those individuals that desire to protect their assets for their heirs due to an invasion of long term care expenses. I have completed Long Term Care Insurance Required State Training.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

 

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