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
Languages: English, Russian
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, College Funding Strategies, Estate Planning, Special Needs, LGBTQ, Charitable Giving