In my practice, I provide financial advice to individuals in the areas of asset & risk management, wealth accumulation & distribution strategies, as well as retirement & estate planning. I also provide financial advice to closely held business owners in the areas of employee & executive benefits packages, including qualified & non-qualified plans as well as disability & health insurance plans. I c
urrently reside in Flushing, NY with my wife Diane and two children Grace and Patrick. My Process
Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach to our insurance sales strategy. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds. Before I recommend any product or service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance portfolio to identify any gaps that may exist in your policies. Recommend. I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation. Implement. If you're satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help ensure your financial freedom. Review. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals. I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000
