250 West 34th Street One Penn Plaza, Suite 2035
New York, NY 10119-0002
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I assist clients and help them meet their long-term financial goals providing total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. 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. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.I am dedicated to making a difference in people’s lives and protecting those you love.
Knowledge is the key to a successful financial future.
- Insurance Strategies
- Risk Management Strategies
- Financial Education
- Group Benefits
- Retirement Strategies
- Retirement Income Planning
- College Funding Strategies
- Estate Planning
- Business Succession Planning
- Business Owners