I offer total financial needs analysis through a network of experienced professionals with expertise in:
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust FSB
Languages: English, Spanish
Specialties:Insurance Strategies, Investment Strategies, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education, Retirement Income Planning, Business Owners