Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, Risk Management Strategies, Group Benefits, Business Succession Planning, College Funding Strategies
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
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 pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies.
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