Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
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 am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I will help you:
• 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.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:
• Retirement Planning
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Advisory Services
• Trust Services
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Check the background of this investment professional on FINRA’s BrokerCheck
200 Clarendon Street 19th Floor
Boston, MA 02116-5021