At my practice, I help families plan with confidence — from traditional needs like life insurance and retirement income to supporting families who are also business owners with strategies tailored to their needs. I also guide clients through more complex challenges such as special needs, mental health care, divorce, and charitable giving. Ultimately, my focus is on providing clarity, stability, and effective wealth preservation strategies across generations.
My Services
Life Insurance Protection
Exploring term, whole life, and variable life options to help protect your loved ones.
Retirement Income Strategies
Using guaranteed* income solutions, pension maximization, and Social Security timing to help structure retirement income.
*Guarantee is based on the claims-paying ability of the issuer.
Long-Term Care Solutions
Looking at traditional coverage and annuity-based options to prepare for extended care needs.
Financial Strategies
Covering liquidity needs, capital preservation, and asset allocation — using products like mutual funds** and variable annuities**.
**Registered Representative offering securities through NYLIFE Securities LLC member FINRA/SIPC a Licensed Insurance Agency
Business Owner Strategies
Discussing buy-sell agreements, key person coverage, deferred compensation, and split-dollar arrangements.
Divorce Strategies
Guidance on QDROs, insurance coverage updates, and restructuring accounts after divorce.
Mental Health Strategies
Helping families manage treatment costs, protect eligibility for benefits, and create lasting financial security through trusts, insurance, and customized strategies.
Special Needs Solutions
Exploring ways to provide lasting security for loved ones with special needs while preserving important benefits.
Charitable Giving
Strategies to support the causes you care about — from creating legacy gifts to generating potential income and tax advantages.^
^Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.