I am passionate about helping people. Serving as a Financial Advisor provides me with the opportunity to listen attentively to the particular interests and needs of my clients, and to then devise a strategy that is financially sound and comprehensive in nature.
I have been in the financial services industry for over 19 years working with firms of varying size and scope. My industry experience has opened my eyes to the need for objective advice which result from extensive data gathering and due diligence. This process helps to ensure solutions and recommendations that are well-aligned with client objectives.
My practice is focused on working with pre-retirees and business owners throughout the country. Business owners often face unique challenges that can be addressed with comprehensive financial planning and advanced business valuation techniques. One of my key objectives is to help create a sense of security for clients who are preparing for or entering retirement. A sense of security is hard to quantify, but few would argue it is highly valuable.
A sound financial strategy may encompass some of the following: Life Insurance, Investments, Disability Insurance, Long-Term Care Insurance, Retirement Strategies, Employee Benefits, Annuities, Asset Protection, Buy/ Sell Strategies, and Wealth Management.
My wife and I are long-time residents of Palm Beach Gardens, FL with our two sons. It would be my pleasure to serve as a resource for any of your financial needs.
Contact me at firstname.lastname@example.org or 561-246-4888 to learn more.