13455 Noel Road, 20th Floor
Dallas, TX 75240
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Languages: English, Russian, German
Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education, Student Loan Refinancing, Charitable Giving, Military, Estate Planning, Financial Planning
