It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We’re here to help educate you about the concepts of financial management. Please contact us for more information on how we can help pursue your financial needs for the future.
Our Services:
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
– Tax planning Strategies
– Investment management
– Retirement strategies
– Estate planning Strategies
– Insurance and annuity products
Certification:
- Holds FINRA Series 6 & 63 registrations through LPL Financial and Series 65 registration through Wealthcare Advisory Partners
- Licensed to work in NY, PA, OR