Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Financial Education, Risk Management Strategies
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. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- 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 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
2 Teleport Drive Suite 300
Staten Island, NY 10311-1006