Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Check the background of this investment professional on FINRA's BrokerCheck
University of New Haven (2010)