Financial Advisory, Retirement Strategies, Insurance Protection
My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client
Keywords: Portfolio risk analysis. Market trends and projections. Wealth protection and distribution.
Personal Strategies include:
Estate conservation
Legacy concerns
Retirement planning
IRA Rollovers
Life & Disability protection
LTC
Brokerage Accts.
529 Plans
Special needs concerns
Business Strategies include:
Group Benefits
401k, 403b, TSA Plans
Executive Bonus Plans
Buy/Sell Agreements
SIMPLE/SEP Plans
Business Continuity
Overhead Expense
Long Term Disability
Contact North Shore Financial Group, an office of MetLife:
