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
Credentials: MBA
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, Business Succession Planning, College Funding Strategies, Business Owners, Group Benefits, Charitable Giving, Risk Management Strategies