Retirement Planning Specialist
CurrentI offer an extensive array of products and service alternatives to help implement your desired course of action, including:- Wealth Accumulation & Retirement Planning- Executive Benefit & Deferred Compensation Plans- Financial Planning & Asset Management- Employee Financial Planning & Seminars- Risk Management- Estate Planning & Wealth Preservation- Employee Benefit Plans (Pension & 401(k) implementation)- Business Succession Planning- Long Term CareMy specialty is working with educators in the K-12 marketplace. I continue to help educators and their families during the accumulation phase of their retirement planning along with providing distribution strategies to help them through retirement. I counsel my clients on establishing beneficiary legacy plans and how to manage them.In addition I work with businesses in establishing business continuation strategy and planning as well implementing group benefits for its employees.I have a BS in Mechanical Engineering from the Rochester Institute of Technology and an MBA in Finance and Operations from the University of Rochester. I hold the following licenses: series 7, 66, and Life & Health and NYS Partnership for Long Term Care Certified Agent.