I am a nationally-recognized retirement income planner, author, and speaker. I sit on the Editorial Review Board of the Journal of Financial Planning and am a past Chairman of the Board of the Financial Planning Association Long Island Chapter. I offer seasoned analytical skills and investment knowledge, paired with keen insight that helps my clients determine what they need versus what they want. I also serve as a regular source for national media on retirement income and personal finance topics.Specialties: I work closely with clients to help zero in on their real goals and help them achieve these goals in a realistic fashion. For many clients, the focus is on a comfortable retirement, free of financial worries. For others, the goal is sending children to college or planning for a special needs child. Client portfolios are custom designed, integrating personal tolerance for risk into realistic plans to help achieve short and long term goals.(631) 232-91701377 Motor ParkwaySuite 205,Islandia, NY, 11749Important DisclosuresSecurities and advisory services offered through Commonwealth Financial Network®, Memberhttps://www.FINRA.org https://www.SIPC.org, Registered Investment Adviser. Fixed Insurance products and services are separate from and not offered through Commonwealth Financial Network®. Creative Wealth Management, LLC 1377 Motor Parkway Suite 205 Islandia, NY 11749 (631) 232-9170. The Financial Advisor associated with this profile(website) may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html.