Services

My role is that of a trusted financial professional; someone who will see you through life's most difficult moments and help you prepare for the opportunities and challenges ahead.

How I work:

My priority is to help YOU achieve your financial goals and find solutions to your financial challenges. 

Before I can recommend any product or service, I ask questions – a lot of questions – to get a clear understanding of your personal circumstances and discern your personal financial objectives.  After we identify any gaps in your financial strategy, I will make suggestions to fill the gaps and help you reach your goals, keeping in mind the most appropriate tax-advantaged strategies..  And…. Because your financial situation is bound to change, I will work with you over time and through periodic reviews to help you monitor your goals and dreams in this ever-changing world. 

Through my expertise and knowledge I have gained as an RICP®, I am able to provide my clients with deeper knowledge to help them enjoy a secure and sustainable retirement.  Preparing for retirement is complex and I provide the necessary tools and resources specifically designed for my clients to establish a retirement income strategy. 

I’ll provide you with ongoing service as your needs or situation changes over time. 

Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.