Focus: Insurance Strategies, Business Owners, LGBTQ, Retirement Income Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Business Succession Planning, Investment Strategies, Retirement Strategies, Group Benefits, Financial Education
Preparing for that next step in life isn’t always easy.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
- I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Contact me to discuss your financial future.
beach time with family and friends
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1000 Corporate Dr #700
Fort Lauderdale, FL 33334