Services

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services

I provide a broad portfolio of individual [life][disability income][long-term care] insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

I can offer comprehensive financial strategies and/or focus on one specific area of need.