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.
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
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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
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For a Strong Team
Employee Benefits Retirement Plans Deferred Compensation Salary Continuation Executive Bonus
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Personal Goals:
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Physician Owned Practices:
Protection of Partnership Interests Practice Continuation and Succession Planning Tax-Qualified & Nonqualified Plans Employer/Owner Benefits
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Employees:
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Organization:
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Offensive Planning:
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Defensive Planning:
Income Protection Risk Management & Asset Protection Personal Life & Disability Insurance* Estate Planning Strategies
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Organization & Clarity:
Define your Goals & Concerns Organize your Financial Picture Gain an Understanding of what Types of Planning apply to You
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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
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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
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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.
