About Our Approach

A Client-Centered Approach

It’s all about you. I’m here to help you:

  • Save for retirement—be able to afford it and enjoy it.
  • Protect your family or business with risk management solutions 
  • Save for college expenses 
  • Maximize after tax earnings
  • Create income strategies 
  • Protect your net worth with long-term care    insurance
  • Save for something special (wedding, vacation, second home, etc.) 
  • Have confidence in your investment choices 
  • Preserve your wealth and create a legacy for your family 
  • Increase your understanding of Social Security 
  • Fulfill your charitable wishes


  • Stocks and Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Alternative Investments
  • Unit Investment Trusts
  • Professionally Managed Accounts
  • Variable and Fixed Annuities
  • Retirement Plans
  • Life Insurance
  • Health Insurance
  • Long-Term Care Insurance 
  • Disability Insurance 
  • Home & Auto Insurance