Areas of Specialty


I enjoy serving Private Clients, Businesses, Real Estate and Medical Professionals by taking the time to get to know them and listening to what's most important. 

It's on the basis of understanding that I work to tailor design plans to help clients arrive at their goals and address their planning needs properly.

The relationship, not transaction is the key building block of a client-centered practice.  

This is what you will find with me.
 

Services available for small businesses, healthcare providers, real estate professionals, and personal planning.

 

Small Businesses

For the Business

  • Financial Analysis & Cashflow Study

  • Short, Mid & Long term Money Strategies

  • Revenue Protection

  • Business Continuation & Succession Planning

  • Executive Compensation

  • Tax Qualified and Non-Qualified Plans

  For the Owner

  • Personal Financial Analysis

  • Income Protection

  • Exit Strategy Planning

  • Personal Retirement and Investments.

  • Partnership Interest & Key Employee Protection

  • Employer/Owner Benefits

  • Estate Planning Strategies

  • College Funding & Gifting for Children/Grandchildren

  For a Strong Team

  • Employee Benefits

  • Retirement Plans

  • Deferred Compensation

  • Salary Continuation

  • Executive Bonus

 


Healthcare Providers

Personal Goals:

  • Financial Analysis

  • Retirement Planning

  • Investment Options

  • Personal Life & Disability Insurance Plans*

  • College Funding Options

  • Estate Planning

Physician Owned Practices:

  • Protection of Partnership Interests

  • Practice Continuation and Succession Planning

  • Tax-Qualified & Nonqualified Plans

  • Employer/Owner Benefits

    Employees:

  • Employee Benefits & Retirement Plans

  • Key Employee Retention Plans

  • Salary Continuation

  • Deferred Compensation

 

Real Estate Professionals

Organization:

  • Financial Analysis

  • Cash Flow & Budget Study

  • Short term, midterm & long term planning

Offensive Planning:

  • Qualified & Non-qualified Retirement Plans

  • Wealth Accumulation Strategies

  • Investment Options

  • College Funding Plans

Defensive Planning:

  • Income Protection

  • Risk Management & Asset Protection

  • Personal Life & Disability Insurance*

  • Estate Planning Strategies

 

Personal Planning

Organization & Clarity:

  • Define your Goals & Concerns

  • Organize your Financial Picture

  • Gain an Understanding of what Types of Planning apply to You

Evaluation:

  • Determine how well your Current Plans and Financial Tools match up with the Results you desire.

  • Complementary Evaluation of Investments and Insurances

  • Retirement Income Check-up

  • Diversification Study of Current Assets

Tailored Strategies:

  • Protect your Resources and Income

  • Develop a Personal Retirement Game Plan

  • Legacy and Estate Planning Solutions

  • Investing Based on You as a Person

Neither New York Life Insurance Company nor its agents offer tax, legal or accounting advice.

*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.