My Mission
By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.
As a financial professional whose primary focus is estate planning strategies, I work with affluent clients - and often their accountants and attorneys - to create financial strategies that may help reduce estate tax liabilities.
My focus on executive benefits enables me to help you structure fiscally responsible compensation strategies that are designed to help you recruit and retain the talented and qualified executives you need to run your business.
My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.
When it's time to implement your strategy, we'll work side-by-side to review the alternatives. Next, you’ll select a combination of products and services that makes sense and is appropriate for your needs. From time to time, I'll check back to make sure you're still on track and sticking to the strategy.
Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:
- Retirement Planning
- Business Planning
- Estate Conservation Strategies
- Fixed and Variable Annuities
- Variable and Traditional Life Insurance
- Long-Term Care Insurance
- 401(k) and other Company Sponsored Plans
- 403(b) Plans
- Keoghs Plans
- Asset Management Accounts
- Mutual Funds
- Traditional and Roth IRAs
- 529 Plans
- Non-Qualified Retirement Plans
- Asset Allocation Strategies
As an Equitable Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the number listed on my home page or register for a no obligation appointment here on my Web site using the "Appointment sign-up" link. I look forward to working with you and helping you reach your goals.
Thanks for visiting.