Who We Help

We provide services for a diverse group of clientele: Whether you’re saving for your kids’ college, or a new home; or you’re saving to purchase a dream item, or you’re looking to start your retirement journey; or have acquired your nest egg and want to minimize or even avoid taxes while maximizing your returns with little to no risk of market loss, inflation and other financial risks, we can help! Our 37 years of being a Financial Industry Professional in almost every area of your financial life, allows us to provide you with the plan and tools you need to accomplish your financial goals with security and peace of mind.

We also assist Seniors with their Medicare options and choices, as well as other financial challenges that are often unique to Seniors (e.g Nursing Homes, Assisted Living and Long Term Care).