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 Trust Co., FSB
Languages: English
Credentials: LUTCF®
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Risk Management Strategies, Business Owners, Business Succession Planning, College Funding Strategies, Charitable Giving