20 years experience providing long term care, life and disability insurance for high net-worth individuals and families. Analyzing and reviewing corporate benefit programs, including executive compensation, to help you maximize after-tax returns and minimize costs.My core competency lies in designing and implementing financial planning strategies to help grow and protect assets. I work closely with clients to carefully understand their various personal goals and help achieve them.Specialties: - Long Term Care Insurance- Life Insurance - Disability Income Insurance
Listed skills include Insurance, Long Term Care, Public Speaking, Disability Insurance, and 6 others.