My Mission
When working to formulate a sound financial strategy, I believe in taking a long-term view. My experience and hands-on approach, combined with the variety of products and services offered through Equitable Advisors, LLCs and its affiliates, can help you plan for -- and build -- your financial future.
My focus on executive benefits and estate planning strategies, two complementary disciplines, has enabled me to develop a thorough understanding of these specialized fields. My years of experience enable me to provide quality, professional service to business owners and other successful individuals.
Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:
- Fee-Based Financial Planning
- Retirement Planning
- Fixed and Variable Annuities
- Variable and Traditional Life Insurance
- Disability Income and Other Insurance
- Long-Term Care Insurance
- 401(k) and other Company Sponsored Plans
- Asset Management Accounts
- Mutual Funds
- Traditional and Roth IRAs
- 529 Plans
- Deferred Compensation Programs
- Asset Allocation Strategies
Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.
Thanks for visiting.