Focus: Insurance Strategies, Risk Management Strategies, Financial Education, Retirement Income Planning, Retirement Strategies, Business Owners, Business Succession Planning, Group Benefits, Estate Planning, College Funding Strategies, Charitable Giving, Military, LGBTQ
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.
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.
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.
250 Pehle Ave Park 80 West, Plaza I, Suite 405
Saddle Brook, NJ 07663