Why Work With Me?

As a Registered Investment Advisor, I am a fiduciary and as such, I am legally bound to work in my client’s best interests. I do not work for any specific insurance company, bank or investment firm, I work for you.”

Bringing years of experience in providing the highest quality advice to my clients, I will work with your existing legal and tax advisors, or will assist in facilitating your planning needs through strategic alliances. I only place your business with firms that have excellent ratings and have proven track records of ethical business practices and standards. I’ve acquired rigorous advanced training in financial planning, wealth accumulation, estate planning, income taxation, life & health insurance, business taxation & planning, investments and retirement planning.

I’ve also completed the Certified Financial Planner coursework through the American College and have attained extensive independent study in retirement planning, long term care planning as well as specialized and broad-based examination of the health, social and financial issues that are important to today’s retirees.

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Financial Service Firms & Managed Accounts

September 6th, 2019|0 Comments

FINANCIAL SERVICE PROVIDERS & TRUST What’s most significant to you when it comes to selecting a financial services provider? According to the results from many recent surveys, trust was named as the most significant issue for evaluating financial services providers; outranking client service, performance, and variety of product. But how do you judge trustworthiness? Some financial service [...]

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How sure are you that you’re getting as much as you’re entitled to when it comes to Social Security Benefits? Even if you’ve already filed, we can get your benefits reassessed.