Our goal is to provide families and business owners with assistance in building their financial freedom. My team and I have the skills, knowledge, and experience required to assist my clients in meeting their established goals. My personal goal is to become a lifetime resource for every client.
ASSET BASED PRODUCTS AND SERVICES:
- Fee-Based Asset Management
- Mutual Funds
- Alternative Investments
- Tax Sheltered Annuities, 403(b) Plans
- Fixed and Variable Annuities
- Stocks/Bonds
- Education Funding Strategies
- IRA Consolidation/Rollovers
- 401k Plans
- Certificates of Deposit
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Estate Conservation
INSURANCE PRODUCTS:
- Life Insurance
- Disability Income Insurance
- Mortgage Protection (funded through life insurance and disability income insurance)
- Long Term Care Insurance
ADDITIONAL INFORMATION
Hofstra University Alumnus
Registered Representative of MML Investors Services, LLC.
CERTIFIED FINANCIAL PLANNER® Professional
CHARTERED FINANCIAL CONSULTANT® ChFC®
CHARTERED ADVISOR FOR SENIOR LIVING® CASL®
Retirement Income Certified Professional
I am licensed to sell Insurance Products in the following jurisdictions:
Connecticut, Delaware, Florida, North Carolina, New Jersey, New York, South Carolina, Tennessee, Texas, Washington & Wisconsin.
I am licensed to sell Securities Products in the following jurisdictions:
New York, New Jersey, Florida, Maryland, North Carolina, Delaware, Washington, District of Columbia
CRN202411-1211187