Whether you're looking for investment strategies, retirement income ideas, How to pay for college, estate or tax planning strategies, I’ll work with you on your terms, offer a broad range of financial insight on products and services throughout the industry, The last 20 years in the financial industry with 15 of those years as a financial advisor with a S&P 300 Firm, and 10 years as an independent franchise with a deep focus on 403 (b) tsa market. ( public school and not for profit retirement plan) is my objective to provide my clients with the information necessary for them to make good decisions, confidently.The independent aspect allows me to provide opinions that are truly without bias. Our face to face meetings demonstrate that people are still important, and personal relationships are what this “mom and pop" family owned practice truly treasure. I have developed the skills that ensure problem resolution through discussion which will identify opportunities at a high level of competence. Whether your company has an existing benefits program which needs improvement or is looking to start one from scratch, I can help.I offer insight and expertise on everything from CD’s to hedge funds, IRA’s to trust services.