Products & Services

I provide an analysis of your current financial situation and help you:

  • Identify financial goals and concerns

  • Illustrate what is being done to reach your goals and deal with concerns

  • Identify gaps, if present, and offer solutions to fill them. 

I provide a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

I can provide comprehensive financial strategies and/or focus on one specific area of need.