I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in in:
Retirement income solutions
Estate strategies
Employee benefit and retention services
Business continuation strategies
trust services
I offer a broad portfolio of individual life insurance protection and financial products and services for high net worth familes, businesses, and institutions.
Languages: English, Spanish
Credentials: CFBS
Specialties:Insurance Strategies, Business Owners, Group Benefits, Business Succession Planning, Estate Planning, Financial Education, Charitable Giving, College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Military, LGBTQ