I provide an analysis of your current financial situation then lay out a path to reach your goals• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I also offer a broad portfolio of individual [life][disability income][long-term care] insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Listed skills include Environmental Compliance, Remediation, Strategic Planning, Environmental Consulting, and 46 others.