My Services

I service individuals and businesses in all areas of insurance and financial strategies including:

Retirement Planning - Helping you make the most of your employer-sponsored retirement plans and IRAs. Helping you determine how much you will need to retire comfortably. Helping you manage your assets before and during retirement.

Estate Planning - Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Helping reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal professionals.

Policy Reviews - Reviewing existing insurance policies. Recommending policy changes, when appropriate. Finding the best policy for your strategy.

Education Funding - Recommend investment# and accumulation strategies to help you pay for your children's education.

Investment# Strategies - Helping you determine your correct asset allocation. Helping you understand your risk tolerance. Recommending the appropriate investment# strategies to help you reach your objectives.

Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.

# Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC)