Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Strategies, Investment Strategies
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrte what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
Roberts Wesleyan College - Bachelors of Science in Organizational Management
Health and Fitness, dancing, kayaking, walking, traveling, movies, socializing
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700 Bausch & Lomb Place
Rochester, NY 14604-2700