Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult-perhaps even a bit overwhelming.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.
I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Additionally your financial situation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions.
Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.
Holds his Series 6 and Series 63 Securities License
Licensed to sell Life & Health insurance
Holds his personal and commercial Property & Casualty Licenses*
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NJ. CA Insurance Lic #0L97660