Financial Services
Financial Planning, Wealth Management.
Full Service, Independent Financial Planning & Wealth Management serving individuals, families and businesses.
To help you achieve a life that is “Well Lived, Planned and Protected.” We all have financial dreams for our loved ones. Through the use of financial products and services, and working as a team with your accountant and attorney, my goal is to help foster those dreams.
When a family has a dependent with “Special Needs,” they may not be able to communicate their dreams. In this case, the need to protect the family’s dreams then takes on a whole new meaning.
What would happen to your financial legacy if you were to die too soon, become disabled, or require Long Term Care? What would happen if you fail to properly fund your retirement plan, your children’s education, or the family business succession plan?
Medical Billing Company with over 30+ years experience helping practices and providers with contracting/credentialing, consulting, medical billing and collections.
As a New York life agent, I can work with you to identify your goals, understand your needs , and offer insurance products that can help you achieve peace of mind.
We can help you ensure a sound financial future for you, your family, and your business by providing customized recommendations based on your individual situation and goals.
Personal Planning
Life Insurance needs Charitable Giving Mortgage Production
Estate Conversation IRA funding College Funding
Business Planning
Buy -Sell Funding Executive Bonuses Key Person Protection
Qualified Plan Funding
Residential, Commercial and Hard Money Broker
Financial services and Liberty Mutual property and caualty
◆ As an accomplished CFP® Professional, I focus on comprehensive financial planning and portfolio advisory services for families, businesses and professionals throughout the country.
◆ As a fiduciary-which means i’m legally obligated to do what’s in my clients best interest, clients receive truly independent and unbiased advice in all areas of finance- from investments to insurance.
◆ My mission is to improve the lives of clients, colleagues, and peers through sound financial advice, integrity, and a commitment to exceptional service.
◆ Specialties: Financial Planning Services, Portfolio Advisory Services, Tax Minimization Strategies, Estate Conservation, and Asset Protection.
◆ Credentials: The CFP® certification has become the recognized standard of excellence for personal financial planning. Rigorous testing in a wide range of topic areas, experience requirements and strict ongoing ethical conduct are necessary to obtain and hold the CFP® certification mark. Additional Licenses: Series 7, 66 as well as New York State life and health insurance licenses.
