I offer total financial needs analysis through a network of experienced professionals with expertise in:
Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
.
Languages: English
Credentials: CFP®, ChFC®, CLU®
Specialties:Insurance Strategies, Business Owners, Business Succession Planning, Retirement Income Planning, Estate Planning, Risk Management Strategies, Charitable Giving, College Funding Strategies, Group Benefits