Broker Check


How I Work

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well-being.

Business Planning

  • Business insurance Plans
  • Estate Conservation and Charitable Giving
  • Special Needs Planning

Personal Planning
Family Protection

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Auto and Home Insurance

Executive Plans

  • Deferred Compensation
  • Split Dollar/Bonus Plans
  • 401(k)
  • Selective Executive Retirement Plans
  • Corporate-Owned Life Insurance

Business Insurance

  • Commercial Building / Product Liability
  • Business Overhead
  • Disability Insurance
  • Buyout Buy-Sell
  • Business Funding
  • Key-Man Insurance
  • Employee Benefits

Group Benefits
Employee Benefits Products

  • Life Insurance
  • Health Insurance
  • Vision Care Benefits
  • Flexible Benefits Account
  • Group Life Insurance
  • Short-Term and Long-Term Disability Income Insurance
  • Long-Term Care Insurance

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you. |  732-751-3003