Preparing for the next step in life isn’t always easy.
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Playing and watching sports
Spending time with family and friends
Milagros para Ninos - Boston's Children's Hospital
BRANECC - Brazil New England Chamber of Commerce
- Insurance Strategies
- Investment Strategies
- College Funding Strategies
- Estate Planning
- Risk Management Strategies
- Business Succession Planning
- Business Owners
- Group Benefits
- Financial Education
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Andre’s Licenses and Disclosures