WHAT DO I DO? I provide INVESTMENT, INSURANCE and FINANCIAL PLANNING services that people need. As a financial professional I help my clients PROTECT against what can go wrong in order to acquire the luxury of investing for what can go right. HOW DO I HELP PEOPLE? - GAIN AN UNDERSTANDING OF YOUR current financial situation, your short-term, intermediate, and long-term goals and objectives. - EDUCATE individuals on financial concepts, implement financial strategies in an effort to achieve YOUR goals and objectives HOW DO I HELP SMALL/MEDIUM SIZED BUSINESS OWNERS?-Evaluate corporate structure, ownership and survivorship rights-Determine inefficiencies or matters to address i.e., 'buy sell' agreement-Review/implement executive and employee benefits-Ensure proper succession planning is in place MY AREAS OF EXPERTISE: Retirement Planning, Financial Planning, Investment Services, Taxes, Health Insurance, Employee Benefits, Estate Planning, Succession Plans and much more more... See more text