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.
Your Advisor
Insights
Bondholders of Bankrupt Companies & 7 Bond Risks
Bankrupt Bond Companies Seniors like bonds due to the fact they'll presumably offer a gradual financial gain, diversify a stock portfolio, and are backed by the insurer’s monetary strength; however things don’t necessarily go as [...]
Financial Service Firms & Managed Accounts
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 [...]
Outliving Your Money & Annuities
OUTLIVING YOUR MONEY Could underestimating your longevity mean you’ll run out of retirement money? At age 65, the average life expectancy is 84 years for a man and 86.5 years for a woman. At age [...]