I handle all aspects of financing planning from investments and estate planning to Medicare and more. After 36 years in private practice, I have worked with numerous clients in the tri-state area to help them reach their retirement goals without the worry of whether their funds will run out before they pass away. My staff is warm and friendly and we treat our clients like family.
I love working with people, analyzing their current portfolios and showing them how to maximize their returns in the market while also reducing risk. I am a Certified Retirement Counselor, a Resitered Stock Broker and a Registered Investment Advisor. Seeing my cilents satisfied makes my job worthwhile!
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I begin by talking with them on the phone to gather information or having an in person meeting. I ask for copies of their investment statements and then I enter them into my eMoney persoanl financial wealth website that I can share with them.
Four years of college, Certified Retirement Counselor, Registered Stock Broker, Registered Mutual Fund Broker, Registered Investment Advisor, Life, Health and Medicare Licensed. AHIP Certified. 36 years of experience