Listed In: Investment Services, Financial Planning, Life and Health Insurance
I specialize in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. I use a holistic approach to financial planning by prioritizing a client's real time goals, concerns,… I specialize in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. I use a holistic approach to financial planning by prioritizing a client's real time goals, concerns, and financial experiences in order to better understand their needs and limitations in building out a complete and all-inclusive financial picture. Business retirement plans like 401K, SIMPLE IRA, Solo 401K, SEP-IRA, and group benefits are solutions we provide. Read more
