I offer total financial needs analysis through a network of experienced professionals with expertise in:
Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Languages: English
Credentials: CFP®, ChFC®, CLU®, CLTC
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Military