Strategies for Wealth
 




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Education and Training:
University of Georgia - Bachelor Business Administration
BBA, Accounting

Specialized Services Offered:
Retirement Planning, Estate Planning, Life Insurance, Individual Disability Insurance, Long Term Care Insurance, Investment Management, Succession Planning, Employee Beneits, Buy/Sell Agreements, Risk Management Analysis

Comprehensive Planning for the GLBT Community

Community, Charitable or Professional Organizations/Associations:
Center Director - Mankind Project New York Metro

Insurance Licensed In:
New York, New Jersey, Georgia

Securities Licensed In:
New York, New Jersey, Georgia

Personal Statement:
My clients choose to work with me because I build significant relationships based on trust and a genuine desire to impact their life.

What that means is that I use my life experiences and my strategic resources to coach my clients in the important decisions and actions they are taking.

The real benefit is that my clients feel good because they are clear about what their financial world looks like and they sleep well knowing that not only is their financial world handled, but is secure and thriving.

"Every person I have known who is truly happy has learned how to serve others" -Albert Schweitzer, Winner 1952 Nobel Peace Prize

URL:
http://strategiesforwealth.com/




 
 
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