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