Financial Services Professional

• Apr 2019 - Present

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to: • Define your personal financial goals • Develop a financial strategy that can help you achieve these goals • Suggest suitable products and solutions based on your needs • Implement your strategy with products and services that help meet your needs. I am licensed to sell insurance in: AZ, CT, FL, IL, MA, ME, MI and CA (#0D21421). I am licensed to sell securities in: CT. Show less

Co-Owner

• Mar 2019 - Present

Owner/Insurance Broker

• Jul 1989 - Apr 2019

Most people don't realize that their most valuable asset is their ability to earn an income. I help my clients manage risk with life, disability income, and long-term care insurance so if something happens and they can't work, their famililes are protected from financial loss. Many of my clients own businesses, and I work with them on strategies to protect their companies against the loss of an owner or key employee, provide competitive benefits and plan for the business to continue operating once they reitre. I work with a number of professional athletes who face unique and complex financial issues during their playing years and beyond. I help them with budgeting and saving, tax planning, insurance protection and investment strategies. We all dream of retiring someday to a life of leisure with time and money to spend on those we love most. I have nearly 25 years of experience helping my clients protect their incomes during working years and helping them plan for a long, comfortable retirement with enough assets to provide income for a lifetime and something to leave for the next generation. Show less