Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Group Benefits, Charitable Giving, Business Succession Planning, College Funding Strategies, Estate Planning, Financial Education, Student Loan Refinancing, Retirement Strategies
Preparing for the next step in life isn’t always easy.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
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277 Park Avenue 41st & 44th Floor
New York, NY 10172-0003