Focus: Insurance Strategies, Business Owners, Military, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education, Student Loan Refinancing
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
University of Maryland (1972-1976)
Univ. of MD
530 Gaither Rd #350
Rockville, MD 20850