Co-Founder And Certified Financial Planner®
Current- Mastery in Financial Planning- Tax-friendly Fiduciary Financial Advice- Sustainable Wealth - Medicare and Social Security Filing- In-depth Tax Planning- Investment Management Expertise- Insurance guidance- Tax Efficient Income Strategist- Stepping in to provide financial guidance and settlement assistance at the passing of a loved one.- Family Values meetings to help ease the burden of estate transfer when your partner or parent passes away.Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as ProsperPlan Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC [ProsperPlan Wealth] unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage, please refer to the Q2 below.Third party posts found on this profile do not reflect the views of NEA.
