We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Social Security Planning
Estate Planning Strategies
Asset Allocation Review
Risk Tolerance Profile/Assessment
Current Plan / Investment Review
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Index Universal Life Insurance
Variable Universal Life Insurance
Stand Alone Long Term Care
Long Term Care Rider on Life Insurance
Hybrid Long Term Care products
Immediate Income Annuities
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
firstname.lastname@example.org | 914-533-4050
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Years of experience have prepared us to guide you through your life transitions.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.