My process when with clients is simple. I aim to help design a strategy for their future while creating more options along the way. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategic Wealth Specialists is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your… Show more My process when with clients is simple. I aim to help design a strategy for their future while creating more options along the way. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategic Wealth Specialists is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Show less