Because of my history, one of my focuses is to help business owners organize and understand their financial planning options. Through my participation in the firm's Business Planning Group, I’m able to provide uncommon knowledge and strategic support to business owners who need to build wealth outside the business. Together we analyze and implement appropriate strategies to protect the business and families involved, understand and grow the value of the business, and ultimately plan to exit and retire on your terms.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 900 STEWART AVE, SUITE 500, GARDEN CITY NY, 11530, 516-7455600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0I34261. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, 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. 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.