If you are reading this, then you have either spent a lifetime creating, acquiring and growing your wealth or you plan on doing just that.
Have you ever asked yourself this question: Do I plan on succeeding my financial accomplishments or do I hope they succeed me?
Now ask yourself this: how much time have I spent planning the latter?
If you are still reading, we should probably meet. What I do is help clients reach their goals and objectives; taking into consideration the possibility of premature death, tax burdens, succession issues, division of estate and any other factors that can potentially erode acquired wealth.
Consider this when protecting your family and your wealth. We plan for the future while helping to protect and empower the present.
You must surely have dreams and occasionally ask yourself “Is that possible?”
Well, as Ronnie Greenwald was fond of saying: “The difference between possible and impossible is ten minutes”. May I join you while you take those ten minutes?
I am licensed to sell insurance in the state of New York and New Jersey
- Insurance Strategies