Financial Services Representative, Financial Planner
CurrentMy goal is to provide families, executives and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.I show busy professionals ways to increase savings and help protect their income. Your goals, your concerns and your individual situation are the center of the financial strategy designed for you… Show more My goal is to provide families, executives and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.I show busy professionals ways to increase savings and help protect their income. Your goals, your concerns and your individual situation are the center of the financial strategy designed for you. • Estate Conservation Strategies• Executive Benefit/Compensation Strategies• Retirement Accumulation and Distribution Strategies• Corporate Retirement Planning• Life, Disability Income and Long Term Care Insurance• Asset Allocation and Investment Management Strategies• Employee Benefit StrategiesI am licensed to sell securities in: NH, ME, VT and MA. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, Inc. member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, 16th floor, Boston, MA 02210 617-585-4500 Show less
