My mission is to help individuals and small to mid-size business owners plan and develop financial objectives and implement strategies to achieve them using appropriate financial products and services that are designed to meet their present and future needs. I am committed to providing you with sound financial solutions to help you reach your financial goals. I'll work to exceed your expectations, while building long term relationships, based on trust, integrity and quality service. My practice is built upon serving loyal clients who have good earnings potential, care about their families, and take action. My clients enjoy the idea of having all their assets in one place, and having one adviser coordinating all financial things. My clientèle includes small and medium sized business owners, highly compensated professionals, self-employed individuals, business executives, middle and upper income families, active retired individuals and recipients of legal settlements. I work with you to design financial profiles including: - Budgeting and Cash Management
- Minimizing Taxes
- Business Succession and Transition Planning
- Deferred Compensation
- Wealth Management
- Private Wealth Services
- Helping to protect against loss of income due to disability
- Life and Health Insurance planning
- College funding strategies for children and grandchildren
- Retirement Planning
- Estate Conservation Strategies.
My 27 years of business ownership and management experience give me a unique perspective to help owners of small and mid-sized businesses to attract and retain employees, to plan for business disposition at retirement, death or disability and to minimize loss of time and money when the unexpected occurs, giving owners more control of their business through various employee and employer benefits. Strategies and solutions may use various financial products. Life goes on and circumstances change, so we schedule periodic reviews to monitor and revise programs to keep them current. I recognize happiness and success is different for everyone. I work to help you reach your financial objectives – not mine, based upon your values, while keeping in mind it’s people first, money second... Insurance and Annuities Offered by Metropolitan Life Insurance Company, 200 Park Avenue, New York, NY 10166.
Securities products offered through registered representatives of MetLife affiliated broker/dealers including
Metropolitan Life Insurance Company (member NASD) or MetLife Securities, Inc., a broker/dealer (member NASD/SIPC),
200 Park Avenue, New York, NY 10166.
Investment advisory services offered by Investment Adviser Representatives of MetLife Securities, Inc.,
a Registered Investment Adviser.
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