Financial professional that aims to provide financial solutions for both individuals and businesses. Strategies include but not limited to retirement strategies, 401 (k) plans, IRA's (ROTH), pension maximization strategies, asset protection, long-term care planning, buy/sell agreements, employee benefits, executive benefits, highly compensated employee benefit programs, estate planning strategies, risk management, asset allocation, group health, group and individual life insurance, college savings and all aspects of individual brokerage account managing.
Whether as simple as setting up your first retirement plan, or as complex and confusing as funding college education, planning for aging parents, long term care decisions, business planning, and estate planning, you can always expect that I can guide you with the highest level of integrity and professionalism.