About Along with a team of professionals, I offer strategic guidance to my clients to help them, their companies, and/or medical practices reach their financial goals. I offer comprehensive financial strategies and/or focus on one specific area of need including a broad portfolio of individual life, disability income insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Specialties: I offer a total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention s