I provide comprehensive financial advice tailored to your specific needs and objectives. I take the time to understand your goals and aspirations for you and your family. I utilize a well-defined, disciplined process to create asset protection and investment strategies that work together to help you achieve the things you truly want.
Whether you are just starting your professional life, settling into retirement or somewhere in between, I can help you manage the multiple aspects of your finances in a thoughtful, goal-focused manner. My “life stage” approach enables me to assure that your strategy is evolving with each new phase of your life including marriage, divorce, children, loss of a spouse, job change, retirement and legacy planning.
Specific areas of focus include investment management, asset protection including life and disability insurance, education funding, retirement planning and estate planning. I work to make sure you have the knowledge and understanding to make informed decisions with confidence and I am committed to providing personal support and quality service throughout our working relationship.
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.
I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC.
Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000
I provide comprehensive financial advice tailored to your specific needs and objectives. I take the time to understand your goals and aspirations for you and your family. I utilize a well-defined, disciplined process to create asset protection and investment strategies that work together to help you achieve the things you truly want. Whether you are just starting your professional life, settling into retirement or somewhere in between, I can help you manage the multiple aspects of your finances in a thoughtful, goal-focused manner. My “life stage” approach enables me to assure that your strategy is evolving with each new phase of your life including marriage, divorce, children, loss of a spouse, job change, retirement and legacy planning. Specific areas of focus include investment management, asset protection including life and disability insurance, education funding, retirement planning and estate planning. I work to make sure you have the knowledge and understanding to make informed decisions with confidence and I am committed to providing personal support and quality service throughout our working relationship. I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC. Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000
