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)



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