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Trusted Financial Planner | My Services

How I Work

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service.  I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I fully understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Open and closed End Mutual funds

Real Estate investment trusts

Certificate of Deposits (CDs)

IRA Retirement Accounts

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

For more information about my firm and the services I offer, send us a quick email or call the office. I would welcome the opportunity to speak with you.   |  818-772-2272