About

The collective capabilities and experience of my team, together with our unique process, allows us to develop customized Executive Benefit Plans for your business, as well as Financial, Retirement, Income, Gift and Estate Plans for you and your family. We implement those plans with best in class money managers and state of the art insurance and investment products, (some of which guarantee income for life), in collaboration with your accountant, attorney and other trusted advisors. We welcome the opportunity to be of service.