I offer total financial needs analysis through a network of experienced professionals with expertise in:
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Languages: English, Spanish
Credentials: FSCP®
Specialties:Insurance Strategies, Business Owners, Investment Strategies, LGBTQ, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Group Benefits, Retirement Strategies, Business Succession Planning