Everyone has financial goals. I am dedicated to helping individuals, families and business owners implement their goals and protect their assets as your Financial Consultant.
I have built and will continue to build my practice with hardworking and responsible clients. I want to work with people who care about what they do as much as I care about what I do.
Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services:
- Retirement Planning (401k, Traditional and Roth IRAs)
- Risk Management (Life, Disability, Health and Long Term Care insurance)
- Investments (Stocks, Bonds, Mutual Funds and Annuities)
- College Funding (529 Plans)
- Business Planning (SEP, Keogh, Employee Benefits, Health Insurance, Deferred Compensation Plans)
- Estate Planning Strategies
My passion is to assist in mapping out your financial goals and to select the appropriate products that fit your personal situation. We will go through different options available to you along with the pros and cons of each. Together, we'll come up with a solution that will be in line with your personal goals.
I work closely with clients when they're faced with the fear of learning how to be financially independent. My goals are to help clients avoid common financial mistakes during divorce to help preserve wealth during and after this process.