Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Financial Education, Group Benefits, Business Succession Planning, College Funding Strategies, Risk Management Strategies
Knowledge is the key to a successful financial future. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your needs
• Implement your strategy with products and services that help meet your needs
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
I am licensed to sell insurance in: New York and New Jersey.
Basketball, Golfing, Boxing
2 Teleport Drive Suite 300
Staten Island, NY 10311-1006