I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
Advisory services Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Languages: English, Spanish
Credentials: LUTCF®, MBA, RICP®
Specialties:Insurance Strategies, Special Needs, Business Owners, Investment Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning