Serving clients in Florida, Massachusetts & Connecticut
With over 35 years’ experience, I am my client’s advocate in:
• designing and creating strategies to grow, preserve, and transfer clients’ wealth
• coordinating and collaborating ideas with existing advisors
• acting as the catalyst to ensure advisor’s work is completed
• on-going reviews of clients’ financial planning
• making future recommendations as needed
Assist in multiple areas of Financial Planning, including but not limited to:
• ESTATE PLANNING AND INSURANCE
Multi-generational Planning Survivorship Planning Retirement Planning Disability Income Planning Long Term Care Planning
• BUSINESS SUCCESSION PLANNING
• INVESTMENT AND TAX REDUCTION STRATEGIES