Education and Training:
- Princeton University – BA, 1997
- Life and Health Licensed
- Investments, Mutual Funds, and Annuities
Specialized Services Offered:
- Retirement Planning
- Estate Planning
- Life Insurance
- Individual Disability Insurance
- Investment Management
- Employee Benefits
- Buy/Sell Agreements
- Business Succession Planning
- Risk Management
I take a comprehensive approach to your financial needs, through a unique process, the Economic Confidence Building Process. This process will produce an offensive and defensive approach to creating and protecting wealth. My company, Strategies for Wealth, focuses on enabling clients to create maximum wealth potential while enhancing protection against major facets of life, such as taxes, inflation, lawsuit, death, and disability.
With the help of The Living Balance Sheet®, a tool designed to organize your whole financial life, I am able to help my clients in planning their personal finances. I create a customized, non-fee based, financial plan for you and your family designed to meet your specific needs.
An accomplished and credentialed team will assist you and I in designing your plan. This group combines the expertise of attorneys, CPA’s, and mortgage brokers. With their assistance I am able to offer services including investment services, college planning, debt analysis, disability income coverage, estate planning, life insurance, and retirement planning.
I am an advocate of a planning process that examines every area of your financial world. With this in mind, I then integrate them into a single financial strategy ranging from taxes, to insurance policies, to investments.
This process is constantly and continuously evaluated and is adapted based on your ever changing needs.